About Contacts

You already know that communicating effectively with past clients, hot prospects and
business-to-business referral sources is key to building your business. When you use
IXACT Contact to manage your contact information, you can easily:

•  Stay in touch with past clients, so you don't miss opportunities for repeat
  business.
• Determine where your best leads are coming from (advertising? referrals?
  website?).
• Be reminded to send a thank you note, birthday card, newsletter, email, or
  other important client communication.
• Communicate effectively with referral sources, so they recommend you more
  often.
• Follow-up on hot prospects at the right time, so you get the listings and not
  another realtor.

To do these things and to build lasting relationships with your prospects and clients,
you need more than just a contact name and address. The IXACT Contact contact
record includes the following information:

• Contact Profile – keeps track of home and work addresses, occupations,
  email addresses, phone numbers, birthdays, family members, hobbies,
  special interests and much more. You can even track lead sources. See
  Adding a Contact or Using the Contacts List.
• Keep In Touch – allows you to set up birthday reminders, call reminders and
  contact-specific events, and assign contacts to global events. See Viewing a
  Contact's Keep In Touch Events & Activity Plans.
• Social Intelligence – automatically gathers and displays up-to-date
  information from the contact’s various public social media profiles.
• Activities/History – displays all pending and completed activities, as well as a
  history of all notes and prospecting activities entered for a contact, and all
  letters and mass emails sent to the contact (see Viewing a Contact's
  Activities & History).
• Properties – maintains a list of current and previously owned properties, as
  well as a contact's buying preferences. See Keeping Track of a Contact's
  Properties.
• Business Directory – shows information from the Work Details section of the
  Contact Profile tab and allows you to enter other information that is to
  appear in your Business Directory. See Adding a Contact to the Business
  Directory.
• Documents – upload and store important documents related to a contact.
  See Uploading Documents Related to a Contact.