Active Agent for Outlook - Real Estate Contact Form - General

The General tab of the contact has several significant additions:
• Schedule Follow-up - This is a list of follow up types that you define, that with a single mouse click will be added to your calendar or task list (depending how you setup the follow-up).
• Campaign Admin - Apply a campaign directly from the contact record and/or find all applied campaigns for this contact.
• Distribution lists - Add/remove a person from distribution lists, no longer do you have to find each individual distribution list, open it and add/remove the contact.
• Additional fields - Preferred Contact. Contact Source, Contact Type, Contact Status, Spouse (moved to this tab), Letter Salutation, Assistant's Name and phone (moved here), Date of Purchase and other phone.
• Contact Tools - A toolbar that loads with the contact which allows you to merge letters and print formatted contact reports.

General - Spouse - Birthday - Notes - Properties - Buyer Requirements