Adding an Additional Contact to a New Opportunity

Adding an additional contact when creating a New Opportunity is optional. It provides us another way to reach out to a homeowner or relevant party involved in the project.

To add an additional contact, click the grey switch button opposite Additional contact.

Input the following information to your best ability.

• Name (Full name)

  • If you are not given the additional contact's first and/or last name, enter the following in the place of the unavailable title: X

• Relationship

  • Property Manager: An individual in charge of building maintenance for a business, association, or organization.

  • Tennant: An individual that legally occupies or uses a property owned by a landlord in exchange for regular rent payments; a renter.

  • Spouse / Family: A partner, mother, father, or any other family member of the primary contact.

  • Agent / Broker: A real estate agent reaching out on behalf of the homeowner. Klaus Larsen Roofing does not meet with real estate agents.

  • Other: Any individual not covered by the categories above. Other may include but is not limited to: elderly care aids, translators, assistants.

• Email

  • If you are not given the additional contact's email, you may leave the field blank.

• Phone

  • If you are not given the additional contact's phone number, you may leave the field blank.

  • Do not include the Country Calling Code, usually +1. For instance, if the number is +1 (401)-600-0070, you would only enter (401)-600-0070

  • Parenthesis and dash formatting is optional. You may enter: 4016000070

See also

Creating a New Opportunity