In this article, agents and teams learn how to use the contact management options on Glide.
Using the Address Book
The Address Book is a list of all the contacts you've created on Glide. Each time you create a contact while working on a Glide transaction, a record of that information is saved here.
These contacts can be clients, agents on either side of a transaction, TCs, and others.
- The Address Book is a time-saving tool. Each time you add a name to a transaction or email message, the Address Book pre-populates a drop-down menu, so you don't have to type out each person's full name or email address.
Opening the Address Book
1. To open the Address Book, click the account icon on the top menu and select Account Settings on the drop-down menu.
2. On the left menu, click Address Book.
Search and sort
To locate a specific contact in the Address Book, search for a name or email address. You can also change the display order by clicking the arrow beside NAME, EMAIL, or CREATED.
Adding a new contact
1. To add a person to the list, click the Add Contact button.
2. Fill in the required fields (make sure you select a role for the contact) and then click Save at the bottom of the page.
Importing contacts from Google
You can import contacts from Google Contact. We describe how to import from Google in a different article. To learn more, see:
Adding or editing contact information
Each contact has a unique profile page that contains detailed information fields.
To add or to edit information:
1. Hover the cursor over a contact, click the three-dot button, and then click Edit.
- Click Delete on the same drop-down menu to remove this contact from the Address Book.
2. Fill in the fields and click Save at the bottom of the page.
Joining parties in a transaction
Now that you have an address book with contacts, you can quickly add these agents, brokers, TCs, and other saved contacts to a transaction.
- When creating a transaction, you will be prompted to add contacts as parties.
1. To add a team member to an existing transaction, go to the Details & Parties page of that transaction and then click Add Party.
2. In the Add Party window, select a role and then complete the workflow.
Glide adds the party with a TEAM label.
- The invited team member receives an email notification prompting them to create an account (if they're not yet on Glide) or access the transaction as an existing Glide user.
- Anyone who is an agent, TC, or broker on your side of the transaction receives the TEAM label.
Editing an email address
Sometimes it is necessary to change the email address of a contact.
There are two ways to change the email address of a party. Each option depends on the party’s status.
- If the party is new to Glide and has not yet created a Glide account, the transaction team can still modify the email address from the Details & Parties tab.
- If the party already has a Glide account, the email field on the party profile page will not allow edits because it already recognizes a valid Glide user on the transaction.
If the email address is incorrect, this contact can be deleted and replaced within the Address Book, as well as deleted and added as a new Party using the correct email on this transaction.
If, for example, the Agent or TC has switched brokerages and requires a new email address, remove the incorrect contact from the transaction and add them as a new party with the correct email address.
- If that user proactively changes the email address associated with their Glide account within their Account Settings, it is automatically reflected in your Address Book.
Understanding transaction client labels
Labels help agents and teams track the status of invited parties and contacts.
Here is an example.
The listing agent invites two sellers. Glide displays different labels to show different levels of seller activity.
In the example below, Glide gives Seller 1 a CLIENT label.
- The CLIENT label indicates the seller has been invited to join the transaction and accessed their free Glide Client Workspace.
Seller 2 has a CONTACT label and a Not Invited tag beside the name.
- These labels and tags show the listing team that action is required to invite the contact to take the next step.
We describe transaction contact tools in a different article. To learn more, see: