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.
View Associated Transactions
Each contact’s profile includes a history of their involvement across properties.
Open People
Select the appropriate category (Team, Buyers, or Contacts)Select a contact
Click the contact’s nameReview Associated Transactions
The contact detail page lists all properties the person is linked to
For each transaction, you can view:
Property address
Transaction status (Pre-Contract, Under Contract, Closed)
Role in the transaction
This provides a complete record of how the contact has interacted with your properties over time.
Key Notes
Each person exists once in the global directory
Contacts can be associated with multiple properties
Removing a contact affects all linked transactions
Team members and buyers have different access than professional contacts