The People tab is the centralized directory for everyone involved in your transactions. This includes internal team members, buyers, and external professional contacts.
Keeping contact information accurate ensures communication stays clear and transactions stay organized.
Contact Types
Operator organizes people into three categories:
Team
Internal users who work in Operator (sales, construction, closing, etc.).Buyers
Prospective or current homeowners associated with a property.Contacts
External professionals such as lenders, real estate agents, attorneys, or insurance providers.
Each person appears once in the global directory and can be associated with one or more properties.
Add a New Contact
You can add team members, buyers, and contacts from the People tab.
Open People
From the main navigation, select People.Choose a category
Select Team, Buyers, or Contacts.Add a new record
Click Add newEnter contact details
Complete the required fields based on the contact typeSave Contact
Click Add new
The contact is added to your global directory and can be linked to properties and transactions.