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Your contacts are the foundation of your real estate business. Learn how to manage them effectively in PULSEIntel PRO.

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Adding Contacts

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Add a Single Contact

1

Open Contacts

Navigate to CRM > Contacts
2

Click Add Contact

Click the + Add Contact button in the top right
3

Enter Details

Fill in the contact information:
  • Name (required)
  • Email
  • Phone number
  • Address
  • Source (how you met them)
4

Save

Click Save Contact

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Import Multiple Contacts

To import contacts from a spreadsheet or another system:
1

Prepare Your File

Export your contacts as a CSV file. Include columns for name, email, phone, and any other details you want to import.
2

Start Import

Go to CRM > Contacts and click Import
3

Upload File

Drag and drop your CSV or click to browse
4

Map Fields

Match the columns in your file to PULSEIntel PRO fields
5

Review and Import

Check the preview, then click Import Contacts
Before importing, clean up your data. Remove duplicates and fix obvious errors in your spreadsheet first.

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Contact Details

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Required Information

Only the contact’s name is required. However, adding more information helps you work more effectively.
FieldWhy It’s Useful
EmailSend market updates and listings
PhoneDirect communication
AddressKnow their current location
SourceTrack which lead sources work best
BirthdaySend personal greetings

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Custom Fields

Need to track specific information? Create custom fields:
  1. Go to Settings > CRM Settings > Custom Fields
  2. Click Add Field
  3. Choose a field type (text, number, date, dropdown)
  4. Name your field
  5. Save
Custom fields appear on all contact records.

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Organizing Contacts

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Using Tags

Tags help you categorize and filter contacts. Common tags include:
  • Buyer / Seller - Transaction type
  • Hot Lead / Warm Lead / Cold Lead - Engagement level
  • Past Client - Previous transactions
  • Sphere - Personal network
  • First-Time Buyer - Specific needs
  • Investor - Property investor
To add tags:
  1. Open a contact record
  2. Click in the Tags field
  3. Select existing tags or type to create new ones
  4. Press Enter to save

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Contact Status

Every contact has a status indicating where they are in your relationship:
StatusDescription
NewRecently added, needs outreach
ActiveCurrently working with them
NurtureNot ready now, stay in touch
Past ClientCompleted transaction
InactiveNo longer engaged

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Search and Filter

Find contacts quickly using the search bar and filters:
  • Search - Type a name, email, or phone number
  • Filter by tag - Show only contacts with specific tags
  • Filter by status - View contacts at a certain stage
  • Filter by source - See leads from specific channels
  • Sort - Order by name, date added, or last activity

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Editing Contacts

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Update Information

  1. Open the contact record
  2. Click Edit or click directly on any field
  3. Make your changes
  4. Changes save automatically

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Merge Duplicates

If you have duplicate contacts:
  1. Open one of the duplicate records
  2. Click More > Merge Contact
  3. Search for the duplicate
  4. Review which information to keep
  5. Click Merge
Merging cannot be undone. Double-check that you’re merging the correct contacts.

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Archive Contacts

For contacts you no longer want in your active list but want to keep for records:
  1. Open the contact record
  2. Click More > Archive
  3. Confirm the archive
Archived contacts don’t appear in regular views but can be accessed through the Archived filter.

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Delete Contacts

To permanently remove a contact:
  1. Open the contact record
  2. Click More > Delete
  3. Confirm deletion
Deleting a contact removes all associated activities, notes, and history. This cannot be undone.

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Contact Activity

Every contact record shows a timeline of your interactions:
  • Calls made and received
  • Emails sent
  • Meetings scheduled
  • Notes added
  • Tasks completed
  • Property showings
  • Transaction milestones
See Activities for details on logging interactions.

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Best Practices

When you meet someone new, add them to the CRM right away. The longer you wait, the more likely you’ll forget details.
Update contact details when you learn new information. Outdated data leads to missed opportunities.
Create a tagging system and stick to it. Inconsistent tags make filtering less useful.
After each conversation, add a quick note about what you discussed. Future you will thank you.
Before ending any interaction, schedule your next touchpoint. Don’t rely on memory.