Using the Contact Manager
Adding a Contact
Adding a Contact Are you working with a new client? You will need to enter their contact information in Paragon. Adding a contact in Paragon is quick and easy. In addition…
Add a Saved Search to a Contact
Add a Saved Search to a Contact Now that you have learned how to save a search and add contacts in Paragon, it is time to see how we link the…
Auto Notifications via Email
Have you set up a saved search for a client? Do you want to automatically notify them via email with a link to the listings? This Quick Start Guide will…
Contact Manager
Do you need to add a new, delete or edit a contact in Paragon? Are you curious about how you can work with your current contacts in Paragon? Or maybe…
Create a Group
Contact lists can become very long. Save time and manage your contacts by creating Groups. Creating/Adding Groups Click on the Contacts button on the main menu. Click on Manage Groups → The Group List modal…
Assigning Contacts to Groups
Now that you have created all the groups you need in Paragon, it's time to assign your contacts to a group. Assigning Contacts to Groups Click on the Contacts button on the…
Managing Groups
Did you know you could assign Clients to Groups that you create and you can manage those clients by Group? If you answered "NO" let's fix that! Additional Training Options: Managing Clients…
Add a Task To a Contact
There are many details and tasks to track throughout the life of a client. Do you need to add a new, delete or mark a task as complete in Paragon?…