Contact Details

What Are Contact Details?

Contact Details store the Realtor's personal and business information used across the AgentRoof CRM, including name, email, phone numbers, CRM-assigned contact info, and website.

This information is used for client communication, notifications, and CRM-generated correspondence.

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View Contact Details

1. Click your profile icon.
2. Select Profile Settings.
3. On the left panel, select Contact Details.

The Contact Details page will be displayed.

From this page, you can view and update:

• Full Name
• Email 1
• Phone Number 1
• Phone Number 2
• CRM Email
• CRM Phone
• Website

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Update Contact Details

1. Navigate to Profile > Contact Details.
2. Edit the required field(s):
   • Full Name – updates the Realtor's display name across the CRM.
   • Email 1 – primary contact email; additional emails can be added using the + icon.
   • Phone Number 1 – primary contact number, with country code selector.
   • Phone Number 2 – optional; add using the + icon or remove using the – icon.
   • Website – click Manage to configure the Realtor's public-facing website URL.
3. Click Update Profile.

The updated contact details will be saved and reflected immediately across the CRM.

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Note:
CRM Email and CRM Phone are system-generated and cannot be edited manually.

At least one email and full name are required fields and cannot be left blank.

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Conclusion

You have successfully learned how to view and update Contact Details in AgentRoof CRM.