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.
Delete a Contact
Contacts can be permanently removed from the system
Open People
Select the appropriate category (Team, Buyers, or Contacts)Locate the contact
Find the contact you want to removeDelete
Click the ellipsis (…) next to the contact
Select Delete
Confirm the action
Click Ok to delete the contact
Note: Removing a contact deletes them from the global directory and removes them from all associated active and closed transactions.
