Required Fields & Suggested Contact Groups
RECOMMENDED FIELDS TO INCLUDE
SUGGESTED CONTACT GROUPS
Clean records & personalized emails
Past Clients
First & Last Name
Current Buyers
Email Address
Campaigns & automated follow-up
Current Sellers
Cell Phone
Call and text follow-up tasks
Direct mail, cards, home valuation follow-up
Sphere
Mailing Address
Zillow Flex Leads
Property Address
Home anniversary touches
Open House Leads
Birthday
Yearly birthday reminders
Annual home purchase anniversary messages
Investors
Closing Date / House-iversary
Organizes by client type or lead source
Agent Recruiting
Categories / Groups
Extra details that don't fit a standard field
Vendors
Notes
Multiple groups: separate with semicolons — e.g., Past Clients; Buyers; Sphere
VIP / Top Clients
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