Entegral

A quick guide on how to add a new contact

How to add a new contact to my database

Base contact type tags gives you flexibility to categorise your contacts in multiple ways

How to categorise your personal contacts

If you need to add a contact to an existing listing, follow these easy steps

Adding a contact to a property listing

Contacts in Base can either be kept private or shared with the office

What is the difference between private and shared contacts?

An overview of how to keep track of your buyer requirements in Base and running listing and buyer matching reports

Capturing buyer requirements and running matching reports

Learn how Base can automatically import contact leads from external property portals

Automated leads import from property portals

Contact calendar overview

How to find out when the last activity was on a specific contact

How to check the last activity date on a contact

Agent Contact Details Download Guide

We've added WhatsApp Click-to-Chat on the Contacts Overview and Contact Tab, enabling quick conversations with any contact.

Using the WhatsApp Click-to-Chat Feature

How to re-assign a contact to another user or agent within your office

The Requirement Matching Report allows you to quickly identify matching buyers and sellers directly from the Contacts section.

Requirement Matching Report

You can import multiple contacts into Base using a CSV file

Import Contacts into Base

Annali

Adriaan

Shawnette

Contacts

Visit the Entegral website

South Africa Property

Namibia Property

Blog

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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