FIELDSET
FIELD
COMMENTS
Name Details
Contact Status
To track where your sales opportunities are in their lead lifecycle, select a status.
If entering a lead, select a status of New (haven’t yet contacted) or Engage (contacted, but not yet qualified).
If entering a contact, select Future (long-term opportunity), Active (short-term opportunity) or Closed (completed transaction). If the contact is not a client (for example, an inspector or lawyer), select Non Client.
Contact Type
Select every relevant type so that you can effectively target the contact for various marketing plans.
You can modify the list by clicking Select from/Modify List:
Add an item by clicking the Add link.
When editing or deleting an item, if the Edit Item
and Delete
Item 
icons are not available,
the contact type is a system default and cannot be modified
or deleted.
Name
If the contact is a straightforward first name/last name entry, just enter it in the text field and TP8i will parse it correctly. If the contact's name is complicated, click the Name details link to open a more complete data entry screen.
Spouse/Partner
See the comment above.
Company
Select a company name from the drop-down list, or enter the name in the text box. To add a company name to the drop-down list for future use, click the Add link and specify a value.
You will have the option of including the contact's company name on letters and other correspondence.
Primary Contact Method
The contact's primary contact information will be displayed beneath the client's name in the Contact Look-up. This field is also used when applying marketing plans to distinguish between clients who prefer the phone and clients who prefer email contact.
Contact Notes
Enables you to add related notes, which will appear in the Summary tab in the Contact Record.
Lead Management and Qualification
Source
If entering a lead, enter where the lead came from (for example, an ad or website).
Apply Action Plan
Assign an action plan to automatically schedule a series of follow-up activities, making it easy for you to ensure regular contact.
Ready to Transact
The date range that best describes when the lead will buy or sell their home.
Interest Level
Select how enthusiastic the lead is about buying or selling their home.
Financing Approved
Select whether financing has been accepted.
Primary Property
This set of fields will be used to create the contact's primary property record. A contact can have multiple investment properties but only a single primary property.
Buyer Preferences
Fields available: Price Range (Minimum Price/Maximum Price) House Style, Area of Interest, Square Footage (house, not lot), # of Bedrooms, # of Bathrooms.
The buyer preferences fieldset is used for recording a quick sketch of the type of property favored by the lead. You can use this data create automatic searches on your MLS and to design their Market Snapshot report.