Adding Contacts

Contacts are the people you work with on projects — brokers who refer staging jobs, sellers who own the properties, and anyone else who ends up on a CC line (photographers, handymen, junk haulers).

Contact Types

StagePulse has three types:

• Broker — Real estate agents and listing agents. Brokers get automatic property monitoring alerts when their listing status changes (see Property Monitoring).
• Seller — The homeowner whose property you're staging. Useful for routing invoices and paperwork to the right party.
• Other — Anyone else involved in the project: photographers, movers, vendors, sub-contractors. They won't trigger broker-specific automation, but you can still link them to projects.

Every project can have multiple contacts of any type. A single contact (e.g., a broker you work with often) can be linked to many projects without duplication.

Adding a Contact

1. Go to the Contacts page
2. Click Add Contact
3. Select the type (Broker, Seller, or Other)
4. Fill in their details:
   • First and last name (required)
   • Company (optional — useful for brokerages)
   • Email address
   • Phone number
   • Notes

Notes is a free-text field — good place for referral source, communication preferences, or anything else that'd help you next time you reach out.

Quick Add from a Project

When you're editing a project's contacts and realize a broker or seller isn't in your list yet, you don't have to leave the project:

1. Click + Add new broker, + Add new seller, or + Add other contact
2. Fill in the details
3. The new contact is automatically attached to the current project

Managing Existing Contacts

From the Contacts page you can:

• Search — find contacts by name, company, or email
• Filter — view only brokers, sellers, or other contacts
• Edit — update information (it syncs across all linked projects)
• Delete — remove a contact only if they're not attached to any projects. If they are, unlink them first.

What Contacts Do For You

• Brokers attached to a project are the ones who get property monitoring alerts, extension reminders, and (optionally) invoice copies.
• Sellers are shown on project paperwork, invoices, and contracts where relevant.
• All contacts can be CC'd on contract emails (up to 5 additional recipients per send).

Best Practices

• Add the broker as a contact as soon as a job is confirmed — the property monitor starts once a project is created and a broker is attached.
• Keep email addresses accurate. They're used for contracts, invoices, and automated reminders, so a typo here breaks multiple workflows at once.
• Use company names for brokers so you can see at a glance which brokerage a lead came from.

Related

• Creating Projects — how contacts attach to projects
• Property Monitoring — how broker contacts get automated alerts
• Contracts & E-Signatures — how contacts receive signing requests