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: