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Create a Contact

When you meet a potential client or business partner, you will want to enter their contact information into Jungo right away. This will help you to manage and track your communications with that Contact.
 
To create a new Contact from the Home page:
  1. Click on the Create New button in the side bar on the left
  2. Select Contact from the drop down list
  3. Choose either Client or Business Contact from the record type drop down.
    • ​​The Record Type determines what fields are going to display on the next page
  4. Click the Continue button
  5. Enter in as much contact information as you have available
    • Make sure to fill out all required fields. Required fields will have a red * next to it.
    • For Account Name, use Database for Clients and for your Business Contacts, use Realtor Database or Business Database
  6. Click the Save button
 
TIPS:
  • Choose Client as a default Record Type when creating a Contact.
  • Choose Business Contact for realtors, appraisers, and vendors.
  • You can find more information on Account Names in the Account Names section.
  • Contacts must have at least one group, but can also be in multiple groups
  • The Lead Source and Group lists are customizable. See the Modify Contact Picklists section for more information.
Watch the video below to learn how to create a contact:

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