Linked accounts record how people are related: a married couple buying together, a parent co-signing, the client who referred someone. The link is on the contact, so the context is there when you open them.
#Linking two contacts
- 1
Open a contact and go to Linked Accounts.
- 2
Click Link Account and search by name, email or phone.
- 3
Choose the relationship type.
- 4
Set what they share.
Three separate switches, see below.
- 5
Save.
#Relationship types
| Type | For |
|---|---|
| Spouse / Partner | Couples buying or owning together |
| Co-Buyer | Joint buyers on one transaction |
| Parent / Child | Family financial relationships, each is the mirror of the other |
| Sibling | Family groupings |
| Business Partner | Professionally connected contacts |
| Investor | Investor and client |
| Referral Source | Tracking who referred whom |
| Other | Anything that does not fit |
#What they share
Three switches control what linked contacts see of each other on their client portals:
| Switch | Effect |
|---|---|
| Share Favorites | Each can see the homes the other saved |
| Share Saved Searches | They share the same searches and alerts |
| Share Notes | Notes written for one are visible to the other |
A couple sharing favourites is helpful, they are shopping together. Sharing notes means anything you record about one person is readable by the other. For a couple that is usually fine; for a referral source or a business partner it is usually not.
All three can be changed later by editing the relationship. You do not have to unlink and start again.
#Both people are told
When you link two contacts, both receive an in-app notification naming the other person and the relationship, and you get a confirmation. Removing a link notifies both as well.
A link is not a private annotation, the people involved find out. That is right for a couple and awkward if you linked the wrong record.
#History
The tab shows current links and previously linked contacts who have since been unlinked, so the record survives the relationship. Re-linking two people is recognised as a reactivation.
#Why bother
- Co-buyer transactions show everyone involved.
- Referral networks become visible, you can see who sends you business.
- You never email one half of a couple about a home the other already rejected.