Add Contact to Listing

Note
Take advantage of the Seller's tab of the Paragon Connect dashboard by associating your contacts with the listings you're selling for them. Completing this step also sets up your contact for the Sellers Side of the Collaboration Center, giving your client meaningful information on the property(ies) they're selling with you.

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Associating a contact record from the Published Listings page

After publishing the listing, open the Published Listings menu buy clicking on Menu > Listings > Published.

Find the listing to associate to the contact, and click on the three dots next to the address line.

A new menu on the right hand side will appear. Select "Assign to Contact" and either select an existing contact (if you've already add them) or press the plus + icon on the bottom right to add a new contact to Paragon Connect.

Once the contact is selected, a new dialogue box opens to send your contact a message about setting up the Sell Side of Collaboration Center.

You can update the message that appears at the top of the email, and make sure to select the types of notifications AND the cadence of notification emails using the options below.

Finally, hit "SAVE" and send the welcome message to your seller.  They will get an email from you containing the link to open their Collaboration Center and see the Sellers information.

 

Associating a contact record from the Sellers tab of the Paragon Connect dashboard

On the Paragon Connect dashboard, click on "SELLERS" to open 'Your Seller Activity". This shows all published listings for the logged inParagon Connect user.

Find the listing to add a contact to and click on "Assign a Contact". (Other published listings that have already been associated will have the customers name and profile icon/photo)

Follow the steps to select an existing contact, or use the plus sign + at the bottom right to add a new contact record.