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      1. Corcoran Horizon Knowledgebase
      2. Sales
      3. ISA

      Contact Profile - Best Practices for ISA

      1. Always include notes about your communication with the contact

      2. If you did not initiate the action from HubSpot, ensure to log

        • Email

          • If not from HubSpot/Gmail (using the log option with HubSpot extension) select "Log an Email"

        • Call

          • If not from the HubSpot App or Playbook select "Log a Call"

        • SMS (Text)

          • Text messages do not get created via HubSpot, these must be created manually when you send a text from HeyMarket 

            • Click Log a SMS


        Contact Organization

        1. Each contact should have the following:

          • Client Type

          • First and Last Name (Proper Case)

          • Worked by Client Care

          • Phone Number (if possible)

          • Email Address (if possible)

          • If New Development Lead - Development of Interest

          • Property Interest (resale, new developments, investment)

          • Nurture Stage


        2. As ISA, the "About this Contact" should have an ISA section which includes key information for the contact. If this is missing, please contact chelsea@regoteam.com.

        3.On the right hand side of the contact's profile, HeyMarket Chats and Playbooks should be pinned to the top:


      Example of Contact Profile: