Inside Goliath: an overview of the contact management center

This guide breaks down the Contacts section in Goliath and shows how to manage prospects, leads, and past clients in one place. You’ll learn how to filter and segment contacts, view them on a map or list, take bulk actions, and add new contacts with the right details. The goal is to help you keep a clean, organized database that supports consistent follow-up and deal execution.

What's covered in the video

1. Purpose of the Contact Section

The Contact section is designed to manage different types of individuals related to real estate transactions:

• Prospects: Individuals you have never spoken with before

• Leads: Individuals you have previously spoken with and are qualified

• Contacts: Previous clients you have assisted in buying or selling properties

• The section is intended for anyone you wish to keep in touch with or follow up in the future

2. Filters in the Contact Section

The Contact section includes customizable filters to help narrow down your list of contacts:

• Default Filters: Provided out of the box

• Custom Filters: Users can create their own filters

• Types of Filters:

  • Team Filters: Shared with team members

  • Personal Filters: Visible only to the user

• Filters can be managed using the 'Manage Filters' button, allowing renaming and field adjustments

3. Additional Filtering Options

Users can apply additional filters to refine their contact list based on specific criteria:

• Location: City, State, ZIP Code.

• Status and Stage: Current status of the contact

• Property Details: Ownership, number of bedrooms and bathrooms, property value

• This allows users to create a targeted list of contacts that meet specific requirements

4. Viewing Contacts

Contacts can be viewed in two formats:

• Split Map and List View: Displays contacts on a map alongside a list

• List View Only: A simplified view of contacts

• Users can select contacts using checkboxes for further actions

5. Quick Actions for Contacts

Once contacts are selected, users can perform various quick actions:

• Add to List: Organize contacts into lists

• Add to Deal: Associate contacts with specific deals

• Add Task: Create tasks related to contacts

• Trigger Workflow: Initiate workflows for selected contacts

• Assign Contacts: Delegate contacts to team members

• Enrich Contacts: Enhance contact information

• Export: Download contact data

• Archive: Hide contacts for future reference

6. Adding a New Contact

To add a new contact, users need to provide the following information:

• Name: Full name of the contact

• Phone Number: Contact's phone number

• Email Address: Contact's email

• Address: Optional property address

• Custom Fields: Any additional fields as needed

• Buy Box Preferences: For contacts looking to purchase assets

Best practices, tips and tricks

A few best practices

• Keep contact records updated after every conversation

• Use filters regularly to focus on the most relevant contacts

• Archive contacts you no longer need to keep active views clean

When to use contacts

• Use contacts to store anyone you may follow up with now or in the future

• Use deals to track active transactions tied to those contacts

• Use tasks and workflows to manage follow-ups related to contacts

Contact ownership and organization

• Assign contacts to the appropriate team member to avoid overlap

• Use lists to group contacts by purpose or strategy

• Apply team filters when visibility across the team is needed

Recommended daily workflow

• Review filtered contact views relevant to your current priorities

• Update contact details and notes after conversations

• Add tasks or trigger workflows directly from selected contacts

• Scan for new or recently updated contacts before ending the day