Contacts
The Juvo contacts section provides a CRM to capture clients, contractors and solicitors contact details. Categories your contacts into applicants, tenants, landlords, vendors, solicitors, contractors and purchaser. Record property criteria for applicants to match them to properties that fit their criteria.
- Search for a contact in the contacts section
- Search for a contact using the Global Search
- Postcode look up when adding a contact
- Quick Add a Contact
- Create a contact
- Search for a contact
- Edit a contact
- Delete a contact
- View properties owned by a contact
- Create customised letters from the contact
- Sending contacts to your Mailchimp Account
- Select the contacts property locations criteria
- Attach documents to a contact
- Delete documents for a contact
- View appointments for a contact
- How to add a supplier on to Juvo
- Create a management task for a contact