Browse topics
Contacts CRM
People, tags, tasks, and timelines.
What the Contacts CRM Is
The Contacts CRM is where every lead, seller, buyer, and partner lives in Revamp365. It's the system of record that ties a person to their property, your outreach history, and the deal they may b...
Add, Pin, and Manage Notes on a Contact
Revamp365 gives every contact two kinds of notes: a single always-visible Lead Notes block and timestamped sticky notes that stack in the activity timeline. Pin a sticky note and it rises to the top s...
Add a Property to a Contact Record
Linking a property to a contact keeps the address, valuation, and your relationship to the deal attached to the right person. Revamp365 can auto-pull property data from an address search, or you can e...
Create and Complete Follow-Up Tasks on Contacts
Follow-up tasks keep your next move on every lead from slipping through the cracks. In Revamp365 you create a task with a due date directly on a contact, and it lands in that contact's Timeline w...
Preview and Validate a Contact CSV Import Before Committing
Uploading a CSV in Revamp365 does not touch your contacts. The upload step only stores the file and builds a preview, so the Upload, Map Fields, and Settings steps act as a full dry run — nothing is c...
Edit a Contact's Name, Phone, Email, and Mailing Address
Every field on a Revamp365 contact saves the moment you click away, so there is no Save button to hunt for. Open a contact, click the value you want to change, type, and the update is written and logg...
Find and Merge Duplicate Contacts
Duplicate contacts pile up from imports, inbound leads, skip tracing, and form submissions. Revamp365's De-Dupe tool scans your CRM, groups likely duplicates, and merges them while preserving not...
Import Contacts from CSV and Map Columns Correctly
Bringing your existing contacts into Revamp365 takes a few minutes with the import wizard. You upload a CSV, tell Revamp365 which column maps to which field, decide how existing records are handled, a...
Read Skip Trace Results and Choose the Best Phone Number
After a skip trace runs, Revamp365 returns the owner's name, phone numbers, emails, and any connected people in the Owner Information dialog. This explains how to read that panel, tell a mobile f...
Adding and Importing Contacts
Your Contacts CRM is the home for every lead, buyer, and seller you work. Revamp365 gives you four ways to get people into it, from typing one record to capturing web-form leads automatically. Where c...
Set a Contact's Lead Status and Lead Temperature
Lead status tracks where a contact sits in your pipeline, and lead temperature flags how warm the lead is. Both live on every contact in your Contacts CRM and are saved the moment you pick a value. Se...
Skip-Trace a Single Contact
When you only need contact details for one owner, run a single skip trace from the Owner Information dialog instead of tracing a whole list. Revamp365 appends phone numbers and emails for that owner a...
Snooze or Reschedule a Follow-Up Task
Plans change, and a follow-up you set for today might need to move to next week. In Revamp365, follow-up tasks live on the contact timeline, and the timeline gives you three actions on a task: create...
Use the Contact Timeline for Calls, Texts, Notes, and System Events
Every contact in Revamp365 keeps a single chronological feed of everything that has happened with that lead. The timeline pulls calls, texts, emails, notes, tasks, and behind-the-scenes system events...
Use Tags, Saved Views, Filters, and Lists to Organize Contacts
Tags, lists, filters, and saved views are four separate tools in your Contacts CRM that work together to turn a long contact list into focused, reusable segments. Here is what each one does and how to...
Send leads into Revamp365 from Zapier, Make, Carrot, or custom forms
Quick start Revamp365 can accept leads from any tool that can POST JSON — Zapier, Make.com, Carrot sites, Jotform, raw HTML forms, custom scripts, you name it. You create an Inbound Lead Source once p...