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You need to add a new contact and be able to find any contact quickly. This page covers both actions.

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Adding a New Contact

1

Open Contacts

Click Contacts in the left sidebar.
2

Click + New Contact

Click the + New Contact button in the top-right corner of the page.
3

Fill in the fields

Enter the contact’s Name, Phone, Email, Company, and Property Type. Add any Notes you already have.
4

Save the record

Click Save. The contact now appears in your list.
If someone calls you and they’re not in your contacts yet, you can add them directly from the call log. Open the call entry and click Add to Contacts. Their phone number will be pre-filled.

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Searching Your Contact List

1

Go to Contacts

Click Contacts in the left sidebar.
2

Use the search bar

Click the search bar at the top of the Contacts page and type a name, phone number, company, or email address. Results update as you type.
3

Filter by tag or property type

Click the Filter button next to the search bar. Select one or more tags or property types. CRE Fuel shows only contacts that match all selected filters.
4

Clear filters

Click Clear Filters to return to your full contact list.