Contacts

Adding Contacts Manually

Add one contact at a time directly from the Contacts page. Perfect for adding someone you just met at an open house or a new referral.

1

Open the Add Contact Form

The Add Contact button is always one click away from the main Contacts page. Here is how to get there.

  1. Click Contacts in the left sidebar. This takes you to your full contact list.
  2. Look at the top right of the Contacts page for the "+ Add Contact" button.
  3. Click "+ Add Contact." A form panel will slide in from the right side of the screen.
  4. The form has sections for Basic Info, Contact Details, Additional Info, and Tags. You do not need to fill every section.
  5. Required fields are marked with a red asterisk. At minimum, Jtek requires a first name, last name, and either an email or phone number.
💡Shortcut: You can also add a contact directly from a conversation. If someone texts or emails you for the first time, click their name in the inbox and select "Create Contact."
app.jtek.pro/contacts
Jtek
Dashboard
Conversations
Contacts
Opportunities

Contacts

+ Add Contact Import
Click here
MS
Maria SantosBuyer
JR
James RiveraSeller
DK
Dana KimHot Lead
2

Fill In Contact Information

The contact form has both required and optional fields. Fill in as much as you know — you can always update the record later.

  1. First Name and Last Name are required. Use proper capitalization — this is how Jtek personalizes every automated message to this contact.
  2. Email address — Jtek accepts multiple emails. Click "+ Add Email" to add a secondary address.
  3. Phone number — format as 10 digits. Jtek will detect the country code automatically for US/Canada numbers. Click "+ Add Phone" to add a cell and a work number separately.
  4. Contact Source (optional) — select where this lead came from: Website, Referral, Zillow, Open House, etc. This feeds your reporting.
  5. Address (optional) — useful for real estate agents working geographic farms.
  6. Date of Birth (optional) — Jtek can send automated birthday messages if this is filled in.
  7. Custom fields appear at the bottom of the form if you have set them up in Settings.
⚠️Duplicate check: Jtek checks for existing contacts with the same email or phone as you type. If a match is found, a banner will appear. Do not create a duplicate — click the matched contact to open them instead.
app.jtek.pro/contacts — Add Contact
New Contact
Alex
Lin
alex.lin@email.com
5125550912
Open House
3

Add Tags on Creation

Tagging your contact at the moment you add them is the best habit you can build. It keeps your list organized from day one.

  1. Scroll down to the Tags field in the Add Contact form. It is in the "Additional Info" section near the bottom.
  2. Click the Tags field and start typing the tag name — for example, "Buyer".
  3. If the tag already exists, it will appear in the dropdown. Click it to add it.
  4. If the tag is new, you will see a "+ Create tag: Buyer" option. Click it and Jtek creates the tag instantly.
  5. Add as many tags as you need — there is no limit. Common tags for real estate: Buyer, Seller, Investor, Referral, Hot Lead, Cold Lead, Past Client, VIP.
  6. Press Enter or click the "x" next to a tag name in the field to remove it if you added one by mistake.
💡Tag strategy: Use one tag for lead type (Buyer or Seller) and one for temperature (Hot Lead, Warm Lead, Cold Lead). Keeping tags consistent makes filtering and campaigns much more powerful.
app.jtek.pro/contacts — Add Contact
Additional Info
Buyer × Hot Lead × Type to add tags...
Suggestions
Seller Investor Referral Past Client
4

Assign to a Pipeline

If this contact is an active lead, you can add them to a pipeline opportunity right from the Add Contact form — no need to go to Opportunities separately.

  1. Look for the "Add to Pipeline" toggle near the bottom of the Add Contact form.
  2. Toggle it on. A new section will expand with pipeline options.
  3. Select your pipeline from the dropdown — for example, "Buyer Pipeline" or "Seller Pipeline".
  4. Select the stage where this lead belongs — for a brand new lead, this is usually "New Lead" or "Contacted".
  5. Enter an opportunity value (optional) — estimate the deal size (for buyers, this is roughly their purchase price).
  6. Set a close date (optional) — your estimate for when this deal could close. This feeds your pipeline revenue forecast.
💡When to use this: Not every contact needs to be in a pipeline. Add to pipeline only when there is an active deal in progress. Casual inquiries or past clients can live just as contacts until they become active again.
app.jtek.pro/contacts — Add Contact
Add to Pipeline
Buyer Pipeline
New Lead
$450,000
06/30/2026
5

Save and View the Contact Record

After saving, Jtek opens the full contact record. This is the central hub for everything related to this person.

  1. Click the "Save" or "Create Contact" button at the bottom of the form. The panel will close and the contact record will open.
  2. The contact record has several tabs at the top: Activity, Notes, Tasks, Appointments, and Opportunities.
  3. The Activity tab shows a full timeline — every SMS, email, call, note, stage change, and workflow action is logged here in real time.
  4. Your new contact's information appears in the right-hand panel — name, phone, email, tags, source, and assigned user.
  5. Send a first message right from this screen using the message bar at the bottom of the Activity tab. Select SMS or Email from the channel selector.
  6. Add a note by clicking the Notes tab and typing — great for recording what you talked about when you first met them.
💡Next step: After creating a contact, add a follow-up task (Tasks tab → + New Task) so you remember to reach out within 24 hours. Setting a task is one of the most important habits for closing more deals.
app.jtek.pro/contacts/alex-lin
Jtek
Dashboard
Conversations
Contacts
Opportunities
Activity Notes Tasks
Today
✓ Contact created
✓ Added to Buyer Pipeline — New Lead
AL
Alex Lin
Buyer
📱 (512) 555-0912
✉️ alex.lin@email.com
📍 Open House
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