Knowledge-Base Answer...
4/7/2005	Adding Contacts
How do I add a new contact?
You can add contacts into the brokerDot system by clicking the ‘add contact’ link in the upper navigation. It’s important to note that when adding a contact, you can define them a specific type of client, but also that you can easily change that designation in the future – if, for instance, a prospect became a buyer. When you add a contact, the client reference name should reflect a username format, or, plainly, the type of format appropriate for a file folder tab. For a client like ‘International Amalgamated Insurance Holdings, LLC’, the client reference name should be ‘International’ or ‘IAIH’ – this will be used to relate buildings and projects as well as serve as the username for that contact, so it should be short and sweet. The field below that (‘Client Descriptive’) allows for the full and complete working name of the company. For multiple email addresses, separate addresses with commas – when you file an event for a building or project for this client, each member in this email list will be copied.
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