The Contact Record, also known as the Contact Viewer, serves as your central hub for managing client interactions and activities within the Collaboration Center. This article will guide you through accessing buyer/seller activity, viewing email and text message history, reviewing Collaboration Center comments, and checking EasyCMA reports.
Accessing the Contact Record
You can access a contact's record in two ways:
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From the Dashboard: Click on their initials or image if they have recent activity within the past 7 day.
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From the Menu: Click the Menu (
), then click Contacts.
Find the client's contact record and click on their name.
Click the links below to navigate directly to the sections of interest within the Contact Viewer.
Toolbar Overview
At the top of the Contact Viewer is the Toolbar. This typically includes three quick actions: Email, Call, and Collaboration Center, along with a More Options () button. If you're on a smaller screen, these actions may be consolidated under More Options.
A) Email: Click the Email () icon to compose a message to your client. If the contact has more than one email address, a Select Email Address pop-up will allow you to select one or more addresses before composing the email.
Note: If your client has opted out of receiving emails, the icon will be highlighted in pink (). Click the icon to start the opt-in process. For step-by-step instructions and an email template for you to send your clients, view this article.
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B) Call: Click the Call ( |
C) Collaboration Center: Click the Collaboration Center () icon to access your client's Collaboration Center in Agent Mode. This mode mirrors what your client sees but includes your name, and any comments you make will appear under your identity. This feature is invaluable for understanding the client experience and providing real-time support.
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D) More Options: Clicking the More Options ( |
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Site Activity
If the contact has a Collaboration Center site set up, you'll see their categorized listings (Undecided, Favorites, Possible, and Rejected), along with the last time they were notified and the last time they accessed the site.
If they haven’t accessed the site yet, only the categorized listings section will display, and the last notification and access time won't be shown. If you recently sent a Welcome email and they haven’t accessed the site, consider following up to ensure they received it.
Buyer Activity
The Buyer Activity section shows saved searches associated with the contact, broken down into cards. Each card displays the total number of listings, their categories, who created the search (you or your client), and when the last notification was sent. You can modify searches, update notifications, or create a new search directly from here.
Additional cards include Recommended (for listings you recommend to your client) and Archived Listings (for listings marked as Favorites or Possible that no longer match the saved search criteria).
For a more in-depth look at the Buyer Activity section, go to Keeping Track of Buyer Activity in Paragon Connect.
To go back to the Contact Viewer, use your browser's Back button.
Seller Activity
The Seller Activity section provides statistical information about how many prospective buyers are viewing, favoriting, and commenting on your seller's listing. You can also see how many agents have recommended the listing to their clients. This section mirrors the information found in the Listing Activity Report in Paragon Classic but with a more visual format.
If there aren't any listings are associated with your contact or they are listing more than one property, click the Add () button to link an active listing. Once linked, the contact will have access to the seller features on their Collaboration Center site, and you will see the association in their Seller Dashboard in Paragon Connect.
For more details about the statistics, go to The 'My Property' Tab: Seller Listing Statistics Dashboard
To go back to the Contact Viewer, use your browser's Back button.
Comments
The Comments section displays all comments made by you and your client on any listing, including archived and off-market matches. Unread comments are highlighted, and a notification badge appears on the Comments header () in the Contact Viewer.
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To view or respond to a comment, click on the address or comment, type your message, and press Enter. You can also access quick action links in the Toolbar to call or email your client directly from the comments screen. For more detailed guidance, refer to the Collaboration Center Comments article. |
To go back to the Contact Viewer, use your browser's Back button.
Message History
The Message History section provides a record of all manual and automatic emails and text messages sent to your client. You can view messages from the past 365 days for manual emails and 60 days for automatic notifications. This feature helps you keep track of communication and view the listings sent to your client in previous emails.
For more details on using Message History, check out this article.
To go back to the Contact Viewer, use your browser's Back button.
EasyCMA
In the EasyCMA section, you can view any Easy CMA reports assigned to the contact. Each CMA report will appear as its own card with additional options. To view a CMA, click View CMA.
To delete the CMA, click the More Options () button, then select Delete. If you want to keep the CMA but remove the link to this contact, click Unassign Contact from the More Options (
) button.
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A) To start a new CMA report, click Add ( B) To add an existing CMA report, click Add ( |
Search for the report, and then select Select on the CMAs card.
To go back to the Contact Viewer, use your browser's Back button.