My Contacts lists all the contacts that your Organization has.
You can access My Contacts from the sidebar.
By default, your contacts are organized alphabetically in the left column of the main pane.
The right column shows detailed information about any selected contact, including:
- Firm Name
- Transaction Focus
- Transaction History
You can Bulk Upload contacts by going to My Contacts, clicking the blue plus sign and selecting "Upload Batch Contacts" from the drop-down menu. Next, download the provided CSV file template, and populate the file with your contacts exactly as shown in the template file (you must keep the header, row #1). Each row should represent one contact, and there is no limit to the amount of contacts you may add. Once you have populated the template file with the contacts you wish to upload, make sure to save the file as a .CSV file. Finally, upload the CSV file and click submit. You will receive an email once the upload has been completed.
- You can Add a Single Contact by clicking the "Create New" button in the header and selecting "contact" from the drop-down menu or going to My Contacts, clicking the blue plus sign and selecting "Add Single Contact" from the drop-down menu. On the subsequent "Add Contact" page, add a new contact by typing a name or email into the blank field and selecting "Create New Contact" from the drop-down menu. Note green contacts that appear in the drop-down are already contacts of yours and black names that appear in the drop-down are Made Market users that are not yet your contact. Clicking a black name from the list will add the Made Market user to your contacts.
Search allows you to find any contact. To search your contacts, type the first name, last name or email of any contact in the search field at the top of the right column.
Editing a Contact
To edit a selected contact, click the "edit" button, update the contact's information and click "save."
Adding a Contact to a Buyers List
To add a contact to a buyers list from My Contacts, select the desired contact, click "+ Buyers List" and then click "Add to List" on the next window next to each project you wish to add the contact to.