Accounts, Contacts, Listings, Opportunities

Four words do most of the work in EasyDigz, and two of them look interchangeable but are not. Five minutes here saves a lot of hunting later.

#Accounts and Contacts

An Account is the person. A Contact is what that person has been doing on your website.

	Account	Contact
What it is	A person in your database	A person's engagement with your site
Who creates it	You, by hand, bulk upload, or the MLS import	The platform, when someone acts on your website
Holds	Name, email, phone, address, tags, relationships	Favourites, saved searches, enquiries, activity
You use it to	Send email, build campaign audiences	See who is warm and worth calling
Found under	Accounts	Contacts

The short version

You email Accounts. You read Contacts. If you are building an audience for a campaign, you are working with Accounts, tags and contact lists.

Both are properties. Which one a property becomes depends on your role in the deal, and the MLS import decides this for you automatically.

	Listing	Opportunity
Your role	You are the listing agent or co-listing agent	You are the buyer agent
In plain terms	A home you are selling	A deal you are working on the buying side
Linked to	The seller	The buyer
Lifecycle	Listing stages through to sold or expired	Created → Agent Reviewed → Qualification → Offer Submitted → Under Contract → Due Diligence → Closed

A single property can appear as both, at different times, you listed it, then someone else's buyer bought it. The import keeps the history straight.

Both group people, and both can be used to choose who receives an email. They differ in how they are maintained.

	Tag	Contact list
Think of it as	A label on a person	A named collection of people
A person can have	Many tags	Membership in many lists
Best for	Attributes that persist, "first-time buyer", "past client"	A specific group for a specific purpose, "October open house"

Term	Means
Marketing email	A drip campaign step or a trigger email. Subject to the sending rules
Transactional email	A deal-related system email. Not subject to the daily cap
Drip campaign	A sequence of emails on a schedule you set
Trigger	A single email sent because something happened, a price cut, a stage change
Suppression	An address blocked from your future marketing, by bounce or unsubscribe
Token	A placeholder like the contact's first name, filled in at send time

The full list is in the glossary.