Live contacts are clients in your system who are actively engaged with your company; they may have a property reserved or are interested in a property int he middle of the construction process.
Our Live tab in our contacts displays these clients in the form of a table, allowing you to filter (Filtering contacts | Housebuilder Pro Help Centre) for a specific group of clients or to sort the table in ascending or descending order of each data category. For example; you can sort clients by when they were created, or by their source of enquiry. This can be done by clicking the category set at the top of the table.
If the arrows point both up and down, the is not sorted in this category. If the arrow points up, it is ordered in ascending order (smallest to largest). If the arrow points down, it is ordered in descending order (largest to smallest).
The first category is the date they were created, their interest level (cool, warm or hot), contact information, source of inquiry and, if applied, a follow-up date. You can also mark what developments this contact is interested in, allowing you to determine key points of information for any given user at a glance.