How do I modify client information?

When a new client registers on your website, you have the option to enhance their information and add private notes for your reference. To access a client's information, simply search for their name or email using the search feature, and then click on "Open Details" or a similar option.

Once you are on the client's profile page, you can perform various actions and make updates. Here are some of the common tasks you can accomplish:

1. View Contact Information: Review the client's contact details, such as their name, email address, and phone number. This information is essential for communication and follow-ups.
2. Update Client Details: Modify or enhance the client's information, such as their personal preferences, property requirements, or any additional details they provided during registration. Keeping this information up to date helps you understand their needs better.
3. Add Private Notes: Include private notes about the client that are only visible to you and your team. These notes can serve as reminders, important details, or specific instructions related to the client's preferences or interactions.

Remember to regularly review and update client profiles to ensure accurate and relevant information. By leveraging these features, you can effectively manage your client relationships, provide personalized service, and enhance your overall efficiency as a real estate agent.