Contacts
Using your contact manager
17 articles
Logging Contact Type & Agreement Status
How to Track a Client's Recent Activity
How to Archive ContactsLearn and see how to archive, un-archive, delete, and restore contacts in RealScout. Covers the differences between archiving and deleting contacts.
Nurtured Contact Overages
Automate Actions by using RealScout Tags
Contacts PageLearn to use RealScout's new Contacts page with Quick Filters, Activity timeframes, engagement tracking, and contact management.
How to Add or Edit Additional Contact Emails in RealScoutGive couples, partners, or co-buyers visibility into listing alerts and property updates & without creating duplicate contacts. RealScout makes it easy to copy (CC) multiple recipients on alerts by adding…
What does 'Email(s) have already been used, please try another' mean?
Contact OverviewOverview of the updated Contact Details tabs, including an over view of your contact's Email Alerts, Email Activity, Site Activity, and Contact Details
Editing Your Client's Contact Info
Using Contact Enrichment in RealScoutFor using RealScout to "enrich" or update contact records. Especially helpful for reviewing contact information and accuracy. Update and verify contact details like names, addresses, and ownership status in RealScout.
Why might Contacts still appear as nurtured and receive notifications after disabling Auto Nurture in RealScout?
How can I import Contacts into RealScout using a spreadsheet, list, or export from another service?Learn how to import contacts via CSV: download the template, format your data correctly, upload to RealScout, and avoid common errors.
How can I send Welcome Emails and manage communication in RealScout?Learn how to send welcome emails manually or automatically, resend them, and use in-app messaging to communicate with contacts in RealScout.
Email: Bounces & How to Fix ItLearn about email bounces, how to request removal from Support, and steps to reduce future delivery issues in RealScout.
Email: Spam Complaints & How to Resolve ThemLearn what spam complaints mean in RealScout, why they happen, and the required steps to restore email delivery.
FAQ: RealScout Tags for Contact Management