Effective contact management is fundamental to a streamlined sales and communication workflow. OPERATOR provides a centralized system to manage all individuals involved in your transactions, from internal team members to buyers and external partners. By maintaining an organized contact database, you can boost operational efficiency and ensure the right people are always kept in the loop.
Add/Edit/Remove Team Members, Buyers, & Contacts
Your contact list is the single source of truth for everyone involved in a property's lifecycle. Keeping it clean and current is essential for seamless communication.
To add a new contact (Team Member, Buyer, or Professional):
Go to the People Tab: From the main dashboard, select People to access your contact management section.
Choose a Category: Under the People tab, you’ll see three sections: Team, Buyers, and Contacts.
Click on the section that matches the type of person you want to add.
For example, to add a team member, click Team.
Category definitions:
Team Member: An internal user on your team.
Buyer: A prospective or current homeowner.
Contact: An external professional, such as a real estate agent, lender, or attorney.
Add a New Person: Once the page opens, you’ll see a list of people under that category.
Click Add New to create a new record.
Save Contact: Click Save Changes. The contact will be added to your global directory and can be associated with transactions.
To edit an existing contact:
Navigate to the People tab, choose the contact type, and then locate the specific contact you wish to modify.
Click the Edit icon next to the contact's name.
Update their information as needed and click Save Changes.
To remove a contact:
From the People tab, choose the contact type, find the contact you want to remove.
Click the ellipsis button (...) next to their name, and click the Delete icon.
Confirm the action to permanently remove the contact from your global list.
Note: Removing a contact will also remove them from all associated active or closed transactions.
View Associated Transactions
Understanding a contact's history with your company provides valuable context for future interactions. The platform makes it easy to see every transaction a person has been involved in.
To view associated transactions:
Navigate to the People Tab: Go to the People tab and select the type of contact.
Select a Contact: Click on the name of the contact you want to review.
View Transaction History: The contact's detail page displays all Associated Transactions.
This section shows every property the contact has been linked to, whether as a buyer, agent, or other role.
If you select a transaction, you can see key details like the property address, transaction status (e.g., Under Contract, Closed).
This feature provides a complete and transparent view of each contact's journey, empowering your team with the insights needed to manage relationships effectively.