What are contact profiles?


Contact profiles are a way of identifying the contact type and enable profile related features. 




Profile Types


  • Landlords
  • Tenants
  • Vendors
  • Purchasers 
  • Prospects
  • Contractors
  • Solicitors
  • Utility Companies 
  • Admins
  • Staff
  • Others

Each profile enables certain features for that contact: 

Example contact with Landlord profile: 



Example contact with Prospective Tenant profile: 



A contact can have more than one profile type, allowing you to manage multiple circumstances from one contact location. 

Example contact with both Landlord and Vendor profiles:




Add another profile to a contact 


Go to the contact, and under their name, select edit profiles