You can edit a contact's name, email, phone, tags, source, and notes right from their profile. Keep the email address current and spelled correctly. Alerts go straight to whatever's on file, so if it's outdated or has a typo, they'll miss your notifications.
Here's how to get there: go to your Contacts tab, click on your Contact's Name, and then head to their Contact Details tab.
Using Follow Up Boss? When Contact Sync is active, Follow Up Boss is the system of record. Update the contact's email and name in Follow Up Boss — changes made in FUB overwrite the corresponding fields in RealScout on the next sync. Edits made directly in RealScout will be overwritten.
Edit a Contact's Profile Info
Go to realscout.com/agent/contacts and open the contact's profile by clicking their name.
Click the pencil icon (edit) next to their name or in the contact details section.
Update the fields you want to change: name, email, phone number, tags, source, or notes.
Click Save to apply the changes.
Update a Contact's Email Address
Email is the primary identifier RealScout uses to send alerts and track engagement. If a contact's email address changes, update it as soon as possible to avoid gaps in alert delivery.
Open the contact's profile and click the pencil icon.
Clear the current email address and type the new one.
Click Save.
Adding a secondary email: RealScout supports a secondary email address per contact useful when a contact has both a personal and a work email. Alerts go to the primary email only; the secondary email is for reference and does not receive alert sends. To add one, open the contact's profile, click the pencil icon, and look for the secondary email field below the primary email input.
Editable Fields Reference
Field | Notes |
First and last name | Updates the display name on the contact's profile and in alert emails |
Primary email | Required. All alerts and activity tracking use this address |
Secondary email | Optional. Will receive email alert copies. They will not have their own profile login; only the primary contact has access to the RealScout profile |
Phone number | Optional. Used for reference; RealScout does not send SMS |
Tags | Adding a tag that matches a Template will automatically assign that Template to the contact and other actions if using actionable tags |
Source | Where the contact came from (e.g., Zillow, referral, open house) |
Notes | Free-text field for internal notes visible only to you |
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