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Contacts

Module: Sales & contracts
URL path: /shared/contacts.aspx

Contacts

Create and maintain buyers, co-buyers, and agents; link contacts to lots.

  1. Sign in to SMART 2.0 (see Sign in & navigation).
  2. Open Sales & contracts from the left menu (or hub linked from your role).
  3. Navigate to Contacts — the app path is /shared/contacts.aspx.
  1. Search or choose Add New.
  2. Enter name, email, phone, and community association.
  3. Save and link to a lot or contract as needed.