How to Manage Contacts Within a Lead Opportunity (Contacts Tab)

Overview

The Contacts tab on a Lead Opportunity keeps track of the people your client is working with, such as their solicitor, buyer agent or accountant. Contacts are grouped by their role on the lead, so you can see who is involved at a glance and email them without leaving the lead.

Before you start: searching your existing business contacts first avoids creating the same solicitor or broker twice.

Step 1: Open the Contacts tab on the lead

1. Log in to your Effi Broker Portal.
2. Go to your lead opportunities and open the lead you want to work on.
3. In the middle panel of the open lead, click Contacts. The number next to the tab shows how many contacts are on the lead.
4. Review the contacts listed. Each contact sits under their role (for example, Solicitor) with their business, email and mobile.

If no one has been added yet, you’ll see “No contacts on this lead yet”. Click + Add contact and follow Step 2.

Step 2: Add a contact to the lead

1. On the Contacts tab, click + Add contact. The Add a contact panel opens.
2. Under What’s their role on this lead?, choose a role such as Buyer Agent or Solicitor. You can set this later. If you don’t pick a role, the contact goes under “No role yet”.
3. Under Find someone you’ve worked with, search by name, business, ABN or email. If the person appears, select them.
4. If they’re not in your contacts yet, click + New contact.

Tip: need a role that isn’t listed? Enter it in Add a new contact type for your business and click Add.

5. Enter the Business name. Effi searches the ABN register as you type. Choose the matching business, or keep your own text if it isn’t listed.
6. Enter the Contact name and Email. Add a Business address and Mobile if you have them.
7. Click Add to lead. To add more people straight away, click Save and add another instead.

Expected result: you’ll see “Sarah Sample added to this lead.” (with your contact’s name) and the contact appears under their role on the Contacts tab.

Step 3: Check the contact’s details

1. On the Contacts tab, click the contact’s name. Their details open on the right.
2. Check their Email, especially if several people are on the lead.
3. When you’re ready, click Email to start a new message.

Step 4: Compose and send the email

You can also start an email straight from the list: hover over the contact on the Contacts tab and click the email icon.

1. Check the To field shows the right contact and email address.
2. Leave the lead’s email address in the CC field. Effi adds it for you so the email is saved to the lead.
3. Enter your subject.
4. Write your message. You can choose a saved template from Insert template… if you have one.
5. Review the recipients, subject and message one last time, then click Send.

Important: everyone in the To, CC and BCC fields receives the email, so keep internal notes out of it. To record something only for your team, use a Task/Note on the Messaging tab instead.

Step 5: Find the email on the lead

1. On the lead, click the Messaging tab.
2. Click Emails to show emails only.
3. Find your email by its subject. Each card shows who sent it, the EMAIL label, the time and the message.

Expected result: the email you sent appears at the top of the lead’s Messaging tab when sorted by Newest first.

Managing contacts on a lead

Edit a contact’s details.

1. On the Contacts tab, click the contact’s name.
2. Click Edit contact at the bottom of the panel, update their details and save.

Remove a contact from the lead

1. On the Contacts tab, click the contact’s name.
2. Click Remove from lead.

Add another person with the same role

Under the role group (for example, Solicitor), click + Add new solicitor.

Tips and FAQs

• Search before you create. Use Find someone you’ve worked with first so the same solicitor or buyer agent isn’t added twice.
• Is the role required? No. You can set it later. Contacts without a role are listed under “No role yet”.
• Why am I seeing contacts from across my business? Check which screen you opened. To see the people on one lead, open that Lead Opportunity first, then select Contacts in its middle panel.
• What if I can’t see the Email option? Open the contact and check that an email address is listed. If not, click Edit contact and add one. If you still can’t find it, contact Effi Support.
• Why isn’t my email showing on the lead? Check the Messaging tab with Emails or All selected. If it still isn’t there, contact Effi Support.

Video walkthrough

Watch the 20-second video walkthrough:

Need assistance?

If you need help using the Contacts tab on a lead, contact Effi Support.