The contacts in your XSite are designed to help you track Client Data that has been captured and continue your marketing efforts. All the Client Data Capture forms in the XSites family of products add contacts into this system.

There are two kinds of contacts you can add to your database: individual contacts and company contacts. Of course, any individual can be associated with a company — eliminating the need to retype information like the office address and phone number.

In addition, each individual can have other attributes:

• Type of Contact — This designation is critical to using your contacts to track your business. Marking an individual as a specific type of contact allows you to focus your marketing efforts and target specific contact types with your ads.

  When an individual is associated with a company, the Type of Contact (Appraiser, Client, Lender, etc.) applied to that company is automatically assigned to the individual as well.

• Public or Private Contact — For every company and individual in your database, you have the option of designating the contact as Public by selecting the check box at the top of the Client Details screen. Public contacts can be viewed by anybody with a User Account on your site.

1. In the contact manager, click Add and select New Contact.

   

2. Now go through each tab and complete any necessary details about this contact.
   • The Contact Overview tab is where you enter the basic information about your contact, such as their name, email address, and phone number.
   • The Groups tab lets you easily put a contact into a marketing group. If that group is being used by an XSellerate campaign, that contact is automatically enrolled into the campaign and will begin to receive your ads.
   • The Notes and Add'l Info tab allows you to enter information such as a birthday or additional notes, and view any licenses or certifications.
   • The Marketing tab enables you to include contacts in XSellerate campaigns without necessarily even going to the XSellerate system.
3. When you're finished, click Save to apply your changes. Then, click Exit, or click the X on the upper right to close the window and return to the Contacts Manager.

From your contact manager, click Add in the Contacts toolbar and select New Company from the drop‑down menu. In the window that appears, there are a few options:

• In the Contact Details screen, complete all applicable fields for this company.
• On the upper right of the window, select the appropriate type of contact for this company. Note that you can select more than one type.
• Check the Shared option on the upper right to make this company available to anybody with a User Account on your site.
• On the right side of the window, below the contact Types is a section showing all of the contacts that are associated with this company.

  If this is a brand new company contact, you must first save the company's basic information before the Contacts in Company appear.

  • Click the Add link to create a new Individual contact assigned to this company.
  • Select a contact from the list of Contacts in Company and click Edit to update their contact details.
  • Select a contact from the list of Contacts in Company and click Delete to remove the individual contact from your contacts database.
• Click Save to save this Company information and then click Exit to return to your contact manager.