Active contacts
Mark the contacts you're working with as active to always have them at hand, from any screen and any device.
Overview
An active contact is a contact you "pin" for quick access without having to search for it every time. You can view your active contacts in two ways:
- Top menu indicator: the icon with the green dot opens a quick panel with your active contacts from any screen.
- Active Contacts page (
/contacts/active): the full view, with all the actions per contact.
Active contacts are saved to your account, not to your browser. They are not lost if you clear your browser and are synced across your devices: if you activate a contact on your computer, you'll also see it on your phone. Each user has their own list of active contacts.
How to activate a contact
You'll find the Activate button on several screens:
- From a Contact's detail view.
- From the Messages / Leads Inbox, by opening the contact of a conversation.
- From a property's contacts.
- From the global search (the magnifying glass in the top menu).
Once activated, it appears in the top menu indicator and on the Active Contacts page.
The Active Contacts page
Each active contact is shown as a card with:
- Contact's name, company and tags.
- Email and phone, with direct access to WhatsApp and Email.
- Action buttons:
| Action | What it does |
|---|---|
| View | Opens the contact's full record. |
| Funnel | Adds the contact to the Sales funnel or opens its position if it's already there. |
| WhatsApp / Email | Starts a direct conversation. |
| Deactivate | Removes the contact from your active list (you can reactivate it whenever you want). |
Deactivating a contact doesn't delete it or affect its record: it just removes it from your quick-access list. It's reversible with one click.
Viewing your team's active contacts
If you are an administrator or manager of the real estate agency, on the Active Contacts page you'll see a "View active contacts of:" selector. With it you can choose any user of your account and see their active contacts (for example, to know what each salesperson is working on).
Salespeople only see their own active contacts and don't see this selector: each salesperson only activates and manages contacts within their scope.
How many contacts you can have active
The number of active contacts per user depends on your plan:
| Plan | Active contacts per user |
|---|---|
| Free | 1 (activating a new one replaces the previous one) |
| Plus | 5 |
| Pro+ | 10 |
| Business | Unlimited |
On the Free plan, activating a second contact replaces the one you had. On paid plans, when you reach the maximum, the system invites you to upgrade your plan to activate more contacts at once.
Additional information
Premium features: sending via WhatsApp requires the Plus plan or higher; the Sales funnel requires Pro+ or Business. Manage my plan
Found a problem? Report it in Technical Support.