Professional contacts are external partners involved in a transaction, such as loan officers, title agents, or insurance providers.
These contacts are added for visibility and reference only. Professional contacts do not receive login access or invitations to Operator.
Add a professional contact:
Open People
From the main navigation, select People.Open Contacts
Select Contacts.Add a new contact
Click Add New.Enter contact details
Name
Company
Website (optional)
Email address
Save
Click Save Changes.
The contact is added to your global directory.
