Build your contact list, find people fast and see what each one is linked to.
Your contacts are yours alone. Other agents can't see them, and you can't see theirs.
Finding someone
Open Contacts in the menu. The search box looks through names and companies. Type a whole word, for example "Tan"; part of a word, like "Ta", won't find it. The Role buttons above the list narrow it down: BUYER, SELLER, AGENT, BROKER, BANKER, LAWYER or VIP. ALL shows everyone again.
The boxes at the top count your Total Contacts, Buyers and Sellers, and how many match what you're Showing now. Twenty load at a time; press Load More at the bottom for the next lot.
Adding a contact
- Press New Contact.
- Fill in any of Name, Phone, Email and Company. You need at least a name, a phone number or an email.
- Pick a Role if you know it, or leave it on None.
- Press Create Contact.
A phone number or email can only be used once in MRE2U. If it's taken, even by a contact you can't see, the form says "A contact with this phone or email already exists".
Convert to Contact + Deal on an enquiry also turns the buyer into a contact. See Enquiries from buyers.
On the listing form, the Owner search only finds contacts you already have. AI Quick Fill looks up the owner's name or phone in your contacts too. If there's no match, it shows you what it found, and you add the person here.
Viewing and editing
Click a contact to open the detail panel. You can change the Name, Phone and Email, then press Save. The panel also lists the contact's Linked Listings, with their role on each, and Linked Deals, with the stage and offer.
There is no delete button for contacts.
Importing from Google Contacts
If your phone book lives in Google Contacts, export it there as a CSV file (Google CSV format). Then:
- Press Import CSV and choose the file.
- The page checks every row first and tells you how many are new and how many are already in your contacts. Nothing is saved yet.
- Press Import them to go ahead, or Cancel.
The import reads the name, the first phone number, the first email, the company and the Google labels. A person already in your list, matched by phone or email, isn't added twice; any blank phone, email or company on your copy is filled in from the file. Rows with no name, phone or email are skipped as unusable.
When it finishes you get a count of what was added, filled in, already complete and skipped. A contact whose phone or email belongs to another agent's contact is skipped. If the import stops partway, run the same file again. Anything already added won't be duplicated.
Only Google's export format works. Other CSV files are refused with "Not a Google Contacts export".