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Contacts is where your organization maintains reusable people records outside a single property conversation. Use it for contacts your team may need again across multiple deals or workflows.

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Where to find it

Open Settings > Advanced Settings > Contacts.

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What you configure

  • Agents.
  • Vendors.
  • Other people your team wants available in property and communication workflows.

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Why it matters

Property conversations are tied to a specific listing or saved deal. Organization contacts are more general. They help your team keep reusable people records in one place instead of relying only on one-off property conversations.

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What changes when you update it

  • New or edited contacts become available for workflows that use organization contact records.
  • Team members can refer back to shared contact details instead of recreating them.
  • Contact cleanup helps avoid duplicates and stale vendor or agent information.

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Setup tips

  • Use Contacts for people your team works with repeatedly.
  • Keep names, phone numbers, and email addresses clean so search and communication workflows work better.
  • Remove or update stale contacts when vendors, agents, or team relationships change.
  • Do not use Contacts as a substitute for property-specific conversation history in Messages.

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Used by

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Common questions

Not exactly. Property conversations are tied to a specific listing or saved deal. Contacts is for reusable organization records.
Contact management is an organization setting and may be restricted to admins and owners.