Using the Contacts List
The Contacts Overview table is your main place to find, filter, and manage clients.
- Use the search bar to quickly look up clients by name or email.
- Each row shows the client’s name, email, source, and invite status.
- The list is fully searchable, so even large networks are easy to manage.
Invite Status Tracking
Every client record has a real-time invite status. This lets you know exactly where they are in the onboarding process:
- Invite not sent → You haven’t invited this contact yet.
- Invite sent → The invite email has been delivered.
- Invite opened → The client has opened your invite email.
- Link clicked → The client clicked through to the Chrome Store.
- Extension downloaded → They’ve installed the HomeHunter extension.
- Contact verified → The client has completed registration, accepted the privacy policy, and is fully linked to you.
Why Registration Matters
Clients must register to:
- Accept HomeHunter’s terms and privacy policy.
- Enable syncing of their browsing history and favorites.
- Ensure you have compliant, long-term access to their activity data.
Until registration is complete, you won’t see their browsing or favorites in your dashboard.
Sidebar Detail View
Click on a contact to open the sidebar panel. Here you’ll see:
- Favorites → The listings they’ve saved.
- Search History → A timeline of what they’ve browsed.
- Invite Status → The real-time status of their onboarding process.
Takeaways:
- Use the search bar to quickly find and manage clients.
- Invite statuses give you a clear view of where each client is in the process.
- Registration is the critical final step that unlocks client data for you.