Communications in Contact

Efficient Management of a Contact's Communications in Immovilla

The Communications section within the contact record in Immovilla offers a comprehensive tool to view the complete history of emails linked to a person, as well as to compose and send new messages without the need to manually enter their email address. This functionality is essential to centralize and optimize the follow-up of each contact within the real estate CRM, facilitating agile and organized communication.

In this detailed guide, we will explain how to locate the communications section, access and review previously recorded emails, and how to start a new communication directly from the contact record, maximizing efficiency in managing relationships with clients and prospects.

What is the Communications section of a contact?

Each contact record in Immovilla is structured into several tabs that group relevant information about that person. Among them, the Communications tab is exclusively dedicated to storing and displaying email messages directly related to the selected contact.

This section is clearly distinguished from other email histories that may be associated with specific demands or properties. Its main focus is to maintain a detailed and accessible record of communication interactions with each individual contact, allowing quick consultation of the latest exchanges and maintaining consistency in conversations before sending new emails.

How to access a contact's communications

To consult a contact's communication history, follow these steps:

• • In Immovilla's left sidebar, select Contacts.

• • Locate and open the desired contact's record.

• • Ensure the record is in view mode, not in edit mode.

• • Click on the Communications tab.

It is important to remember that the communication history is only available in view mode. If the record is accessed in edit mode to modify data, this section will not be accessible.

The Communications tab concentrates recent messages associated with the contact record, offering a clear and organized view.

How to consult the email history

In the block called latest communications, a list is presented with all registered messages that have been sent or received by the contact. This list facilitates quick identification of each email for consultation or follow-up.

To review the content of a specific email, follow these steps:

• • Locate the desired communication within the list.

• • Click on the corresponding record.

• • A window will open displaying the full content of the email for reading.

Consulting this history before replying or sending a new message is key to maintaining consistency in the conversation, avoiding redundancies, and ensuring personalised and effective communication.

How to create a new communication from the contact record

Immovilla allows you to start a new email directly from the contact record, without the need to leave the platform or search for the address manually. When selecting this option, the compose window opens automatically with the recipient already set, thus facilitating speed and accuracy in sending.

The procedure is as follows:

• • Access the Communications tab within the contact record in view mode.

• • Click the Create communication button.

• • Verify that the contact's email address has been correctly loaded in the recipient field.

• • Compose the message content with the relevant information.

• • Send the email directly from the compose window.

When creating a new communication, the compose window opens with the contact selected as the recipient, speeding up the process.

Recommendations before sending an email

Although Immovilla automatically loads the recipient's address when creating a new communication, it is advisable to perform the following checks to ensure the accuracy and effectiveness of the message:

• • Confirm you are working on the correct contact record.

• • Verify that the loaded email address is correct and up to date.

• • Review the latest communications to recover context and avoid duplicates or contradictions.

• • Compose the message clearly, adapting it to the contact's situation and needs.

Common mistakes when managing communications

Accessing the communication history in edit mode

One of the most frequent mistakes is trying to view the communication history while in edit mode of the record. To access emails correctly, it is essential to switch to the contact's view mode.

Confusing the contact's communications with those associated with demands or properties

Immovilla clearly distinguishes between communications related to a specific contact and those linked to demands or properties. It is important to access the communications tab within the contact record to consult their personal messages, avoiding confusion with other histories.

Not properly opening a communication from the list

The latest communications list functions as an index to access the full content of each email. To read a message in detail, it is necessary to click on its corresponding record; simply viewing the list does not display the content.

Summary

The Communications section in the Immovilla contact record is a key tool to centrally and efficiently manage each person's email history, as well as to send new messages with the address already preconfigured. To take advantage of this functionality, access Contacts, open the record in view mode, go to the Communications tab, and use both the history to consult previous messages and the option to create a new communication according to your needs.