Dotloop | Managing Your Contacts

Learn how to manage your contacts in Dotloop and build a reusable database. In this training, we walk through the People tab, how to add and edit contacts, and how to reuse them across transactions. 💡 What You’ll Learn: ✔ What contacts are used for ✔ How to find and search contacts ✔ How to add and edit contacts ✔ Why accurate contact info matters Managing your contacts correctly helps streamline transactions, reduce errors, and save time when working across multiple deals. Current Agents Needing Additional Help? Reach out to agent support line: [email protected] Or visit the Knowledge Base inside Dalton Wade Connect for additional resources. ---------------------------------------- Dalton Wade is a full-service brokerage built for agents who want flexibility, strong support, and the tools to grow their business. 100% commission plan options Ongoing training and on-demand education Built-in tools for CRM, transactions, and marketing Dedicated support team when you need it Learn more or schedule a call: https://joindaltonwade.com 📍 Currently Operating In: Alabama • California • Florida • Georgia • Maryland • New York • North Carolina • Oregon • South Carolina • Tennessee • Texas • Virginia • Washington • Washington DC 🔗 Connect With Us Facebook: https://www.facebook.com/daltonwaderealestate Instagram: https://www.instagram.com/joindaltonwade LinkedIn: https://www.linkedin.com/company/dalton-wade-inc #DaltonWade #RealEstateTraining #Dotloop #TransactionManagement