Two screens, similar names, different jobs. Getting this straight makes everything else easier.
#Accounts
The people in your database, name, email, phone, address, tags and relationships. You create them by hand, by bulk upload, or automatically from the MLS import.
Accounts
1,284 contacts · 214 subscribed
| Account Name | Subscription | |
|---|---|---|
| Marcus Whitfield | [email protected] | Subscribed |
| Priya Menon | [email protected] | Subscribed |
| Angela Foster | [email protected] | Unsubscribed |
| Dean Whitfield | [email protected] | Subscribed |
| Cole Hartman | [email protected] | Subscribed |
| Column | Means |
|---|---|
| ID | The record number |
| Account Name | Their name. A Cannot be contacted tag appears next to anyone with neither an email nor a phone, and a Deleted badge next to a client who closed their account on your site |
| Email / Phone | How you reach them |
| Linked Opportunities | How many deals they are attached to |
| Service Provider | Set if they are a lender, inspector, attorney or similar rather than a client |
| Subscription | Whether they can receive your marketing |
Lenders, inspectors, appraisers, attorneys, photographers and contractors are Accounts with a service-provider type. That is how they can be attached to a deal.
#Contacts
What people have been doing on your public site, favourites, saved searches, enquiries, activity. You do not create these; they appear when someone acts.
This is the screen for "who is warm". Someone who saved three searches this week is worth a call in a way that a name in a list is not.
#Which do I want
| You want to | Go to |
|---|---|
| Add someone you met | Accounts |
| Import your sphere | Accounts → Bulk Upload |
| Build an audience for a campaign | Accounts, via tags or lists |
| See who has been active on your site | Contacts |
| Work out who to call today | Contacts |
#Subscription status
The subscription column reflects whether marketing can reach them. Everyone counts as Subscribed unless they actively opted out, whether they signed up themselves, were added by hand, or came in through bulk upload. Someone who unsubscribed shows as unsubscribed and stays that way, including for one-off emails, until they re-subscribe themselves. See Bounces and unsubscribes.
This is the same status that decides whether an email is actually sent, so what you see here is what happens. Use the subscription filter at the top of Accounts to list only the people who opted out; the Subscribed, Unsubscribed and Bounced counts match the list. View Account shows the same status for one contact.
A contact can show as Bounced even if they never bounced on your emails, a hard bounce for any EasyDigz agent blocks the address for everyone.
#Clients who close their account
When a client closes their account on your site, their row carries a Deleted badge, and you get a bell notification and an email: "[name] ([email]) has requested to delete their account on your site. Emails from your site to them have stopped, campaigns and deal updates included." If the client signs in again, they can restore the account with one click.
#Mailing address and billing address
An account holds both. Business Profile has a Mailing Address field next to Billing Address. The mailing address is where the person receives post, and it is the one listing documents use.
| Where you make the change | What happens |
|---|---|
| Mailing address on a listing (seller, co-seller, seller entity, buyer, co-buyer) | Saved to that person's account as their Mailing Address, including when the listing is first created |
| Mailing Address on the account | The listings that person is on are updated to match |
| Billing address on the account | The listing's mailing address is not changed |
- Billing Address matches its parts. When you edit Billing Street, City, State or Zip, the one-line Billing Address is rebuilt from them. If an account has no Billing Address stored, the page shows the parts combined.
- Blank billing fields are filled from the client's profile. If the client has an address on their profile, it shows in the account's empty billing fields and is saved the next time the account is saved.
- A client's profile address change updates the billing fields on their accounts and rebuilds the Billing Address.
- Signing in no longer clears anything. A client signing in on your site does not blank the billing address or phone on their accounts.
Mailing addresses entered on listings before 28 October 2026 are not copied to accounts. An account's Mailing Address fills in when one of that person's listings is next saved, or when you type it on the account. A Billing Address that already differs from its parts is left as it is until a billing field on that account is edited.
#Contacts you cannot reach
A contact with no email and no phone, usually from an import, is tagged Cannot be contacted in the list, and their account page shows a warning banner. Add either an email or a phone and save, and the banner goes immediately.