Contacts & Data Management
Complete contact lifecycle management from import to enrichment, including properties, segmentation, and user permissions.
Managing Contacts
- How to add an individual contact
- How to import contacts to Fello Connect
- How to filter your contacts
- Search and sort your contacts
- How to view individual contact activity
- How to change the assigned user of a contact
- How to view contact AI summaries in Fello
- How to search records in Fello Connect
- Understanding Marketing vs Non-Marketing Contacts in Fello
- How to optimize your Marketing Contact usage in Fello
- How to change the assigned user of multiple contacts
- What are the default tags that Fello can apply to a contact?
- If I stop using Fello, can my contacts be deleted?
- How to delete a contact
- How to add additional email addresses
- How to export your contact data from Fello
- How to view assigned/unassigned lead activity from the dashboard
- How to change the primary email address for contacts
- How does lead scoring work in Fello?
- How to view contacts that have unsubscribed from emails
- How to manage your contact’s communication preferences
- How contact-to-owner match works
- How to view contacts that come from your CRM
- How to obtain communication consent from your contacts using Fello
- How to update Assigned User for Existing Contacts during Import?
Contact Properties & Data
- Add a property for a contact
- How to add multiple properties (home addresses) to a contact
- Map View Feature for Property records
- How to view mortgage information and use mortgage-related filters in Fello
- Utilizing the Bulk AVM Adjustment Feature
- How to start creating a new cash offer
- How to publish cash offers
- How to archive a property
- How to delete a property for a contact
- Using the "Home Value Adjusted Date" Filter
- How to update home value for a contact
Contact Enrichment & Intelligence
- How to add MLS Listing Details to enable Property Intelligence
- Understanding Property Intelligence and its impact on your business
- How to configure Property Intelligence notifications
- How to view Property Intelligence segments in Fello
- How to automatically enrich contacts with missing addresses
- How to check DNC registration for contacts in Fello
- How to find contacts that have been Enriched
- How does Fello Enrich existing contact information in my database?