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Contact Field Reference

Field Reference

Any fields that have an * are required fields. These fields must be filled in order to save the form. If you leave the page without clicking the Save or Add Contact button then you will lose all unsaved information.
  1. First Name
    This is a required field. The first name of the contact.
  2. Last Name
    This is a required field. The last name of the contact.
  3. Mobile No
    This is a required field. The main mobile number for the contact. Clicking the phone icon will start a call with that number.
  4. Phone No
    The alternate phone number for the contact. Clicking the phone icon will start a call with that number.
  5. Spouse First Name
    The first name of the spouse if applicable.
  6. Spouse Last Name
    The last name of the spouse if applicable.
  7. Spouse Mobile No
    The main mobile phone number of the spouse if applicable.
  8. Spouse Phone No
    The main alternate number for the spouse if applicable.
  9. Email Address
    This is a required field. The main email address used for communication with the contact. Any notifications from the system will go to this email address unless the “Opt Out” checkbox is checked.
  10. Organization
    What company/organization the contact is affiliated with or working for.
  11. Title
    What title does the contact have.
  12. Contact Type
    The type of contact. Possible values are:
    • Buyer
    • Seller
    • Prop Manager
    • Park Owner
    • Vendor
  13. Prospect Type
    The type of prospect this contact is. Possible values are:
    • MHP
    • ADU
    • Private Land
  14. Address/City/State/Zip
    The mailing address of the contact. If you click on the Google Map Icon icon then a new tab will open to google maps and show where the address is on the map.
  15. DOB (Date of Birth)
    The date of birth of the contact.
  16. Contact Created
    This is the date that the contact was created. It is not editable and it is automatically enters today’s date on a new contact record.
  17. Date of Last Activity
    This date will be auto-populated and updated based on the activity of the Lead, so there is no need to enter it initially.
  18. Date of Next Activity
    This date will be auto-populated and updated based on the activity of the Lead, so there is no need to enter it initially.
  19. Contact Description
    Any additional notes for this contact.
  20. Senior Community (55+)
    Indicates that the contact qualifies for Senior Community Homes.
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