0
Total Contacts
0
Potential Duplicates
7
Contact Types
🔍 Duplicate Detection
Find and merge duplicate contacts based on email or phone
📦 Export & Import
Export all contacts to CSV or import from external sources
📋 Contact Types
Default contact categories available in the system

Buyer

Potential property buyers

Seller

Property sellers and owners

Agent

Real estate agents and brokers

Lender

Mortgage lenders and banks

Contractor

Contractors and service providers

Wholesaler

Real estate wholesalers

Other

Other contact types

✨ Data Quality
Tools to improve data quality and consistency

Missing Emails

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Missing Phones

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Incomplete Contacts

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🏠 Property-CRM Integration
Configure how CRM features appear on property pages
📝 Activity Logging
Configure automatic activity logging

✅ All activity types are currently enabled and working

🏷️ Activity Types
Standard activity types for logging

contact_created

Contact creation events

contact_updated

Contact update events

deal_created

Deal creation events

deal_stage_changed

Deal pipeline stage changes

task_created

Task creation events

task_completed

Task completion events

manual

Manually logged activities

🗑️ Data Cleanup
Manage old activity logs and completed tasks

⚠️ Purging is permanent. Export first if you need to keep records.