Purpose
The CRM Details card stores key relationship and profile information for each agent. This information helps you categorize agents, track engagement, organize follow-ups, and support sales or marketing workflows.
This guide explains what each field means, how to update it, and how CRM data appears in the Agents table for filtering and reporting.
Who Can View or Edit CRM Details
CRM Details are internal-only fields and are not visible to agents or on any public-facing pages.
Where to Find the CRM Details Card
Open Clients → Agents in the admin portal.
Click on any agent’s name.
Scroll to the Other section and expand CRM Details.
What You Can Track in CRM Details
CRM Details help categorize, schedule, and personalize follow-ups with agents. The CRM card contains three sections:
1. General CRM Fields
Basic categorization and follow-up information.
2. Contact Information
Optional profile details used for reminders, personal touchpoints, or marketing outreach.
3. Social Links
Profiles your team may use to understand online presence or connect with the agent.
Each field is optional. You can fill out as many or as few as your workflow requires.
Agent Owner
The Agent Owner field allows you to assign an internal admin to an agent.
This assignment is used to associate agents—and their related clients—with a specific admin or sales representative for follow-up, relationship management, and customer service.
Agent Owners are selected from the list of Admins on your account.
Where to Find It
Go to Clients → Agents in the admin portal.
Click into an agent’s profile.
In the Agent Info section, select Add Owner.
Choose an admin from the dropdown list.
Important Notes
Agent Owners are internal only and are not visible to agents
This assignment does not affect billing, permissions, or access
Only users with Admin access can be assigned as an Agent Owner
CRM Field Definitions & Use Cases
Below is a table of each field, its meaning, and practical examples of how teams may use it.
General CRM Fields
Field | Definition | Use Case |
Contact Type | CRM category for the agent: Current Client, Lead, Past Client. | Build lists of leads vs active clients; identify churn risks. |
Lead Source | Where the agent originated (referral, website, event, etc.). | Track referral and marketing channels. |
Agent Value | Custom text field teams can define internally. | Identify VIPs, high-potential accounts, or priority partners. |
Next Contact Date | Planned follow-up date. | Create call/email lists and reminders. |
Last Contact Date | Most recent interaction. | Identify neglected or inactive relationships. |
Contact Information Fields
Field | Definition | Use Case |
Home Address | Optional personal address. | Send gifts, mailers, holiday cards. |
Birthday | Agent’s birthday. | Automated or manual birthday communication. |
Social Links
Field | Definition | Use Case |
Facebook / Instagram / LinkedIn / TikTok / YouTube Links | URLs to agent's social profiles. | Manual marketing follow-up, verifying branding needs, supporting media packages. |
To update any CRM field, click Edit at the top of the agent’s CRM Details section, make your changes, and click Save Changes.
How CRM Details Connect to the Agents Table
Several CRM fields can be added as columns or used as filters on the Agents table.
For example:
Contact Type → filter for “Current Clients only”
Agent Value → identify VIPs
Last Contact Date → build a “needs follow-up” list
Lead Source → track marketing channel success
If a field appears in CRM Details, and it shows up as an available column or filter, that data becomes sortable, searchable, and report-friendly.
Tip: CRM fields only affect your business internally. Agents do not see this information on their public-facing profile.
Who Can View or Edit CRM Details
Anyone with access to User Management can see and update CRM Details.
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