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Contacts

Managing Contacts

Store and manage contact information for landlords, tenants, suppliers, and contractors. RentFig helps you organize communications and track enquiries.

Getting Started

  1. Add a new contact — Click 'Add Contact' and select the type: tenant, prospective tenant, supplier, maintenance provider, or other. Enter name, email, and phone.
  2. Store contact details — Save addresses, bank details (for contractors), and any other relevant information specific to the contact type.
  3. Track tenant enquiries — Go to Contacts → Enquiries to log inbound interest from prospective tenants and track their status through to conversion.
  4. Link contacts to properties — Associate maintenance providers with properties to quickly find who to call for repairs.
  5. Export contact lists — Export contacts for bulk communications, email campaigns, or integration with other tools.
  6. Email history — All emails sent through RentFig are automatically logged to the contact record for easy reference.

Common Questions

Can I import contacts from a spreadsheet?

Yes, use the Import feature in Settings to upload a CSV file with contacts. Follow the column mapping guide to ensure data is imported correctly.

How do I track tenant enquiries?

Go to Contacts → Enquiries and click 'New Enquiry' to log inbound interest. Track status changes as enquiries progress toward conversion.

Can I store bank details for suppliers?

Yes, you can add bank account information for suppliers and maintenance providers in their contact record. This is useful for processing payments.

Still need help?

Try our AI help bot — it can answer most questions instantly.

If it’s still not resolved, email us at support@rentfig.co.uk