Contacts

A contact is a client or potential client that is involved with you in a business capacity. You have exclusivity with your contacts; they can only follow one agent at a time.

Contacts can:

Adding contacts

Depending how you want to reach out and invite your contacts, you can:

Every agent in Knokd has a unique and shareable sign-up link. To obtain your sign-up link:

  1. Log in to Knokd.
  2. Click Contacts in the left hand navigation.
  3. Click Copy sign up link in the header (in the ... menu on mobile).
  4. Share the link by pressing Ctrl + V to paste the link (command + V on a Mac).

When a contact signs up with the link, they will be asked to:

  • Accept the Terms & Conditions indicating a business affiliation with the agent.
  • Set up a search.
  • Set their notification preferences.

Send an email invitation

You can also invite a contact via email. To do this:

  1. Log in to Knokd.
  2. Click Contacts in the left sidebar menu.
  3. Click Send invite.
  4. Enter the email address of the contact you'd like to invite.

The contact will receive an invite via email which will take them to the sign-up link.

Add a contact manually

You can also manually add a contact and set up a search for them.

  1. Log in to Knokd.
  2. Click Contacts in the sidebar menu.
  3. Click Add contact.
  4. Enter their details.

You can now create a search and assign them.

Was this page helpful?