If you need to add a contact in to Lifesycle, first go to to contacts page.
Then click 'Add New Contact'
Then select whether this contact is a Vendor, Buyer, Landlord, or Tenant.
Then enter in the contacts salutation, name, surname, emai address and phone number. Add extra lines of communication if you wish.
Please note: Do not put 2 contacts on one contact card (Mr and Mrs john and jane smith e.g) make sure all contacts are seperated with their own names, email addresses and phone numbers so that each contact is tracked individually and your data is clean.
Click 'Advanced' to enter in further information such as correspondance address.
Then click '+Add contact'. This will save the current contact and you can repeat the exact same process to add in another contact.
Please note: If you add in multiple contacts at once, and add in search profile preferences, all contacts added will be linked to the same search profile.
To continue editing the first contact, click the edit button on the contact name.
To add in search profile preferences directly from the contact modal, click 'Search preferences' and fill out the search profile preferences.
Then click the discovery questions tab if you want to enter in the discovery question answers.
Please note: Adding in the search preferences and the discovery questions at this stage is OPTIONAL. You can save the contact and leave the modal after entering the basic contact details if you wish.
Once you are done, click 'Save Contacts'
Contact Search - How to Add a Contact
