The Contacts List is a centralised view where you can access and manage all contacts within BrokerCentral, across all clients. This screen provides an overview of every contact in your system, allowing you to quickly add, update, or search for contacts without needing to navigate into individual client files.

It’s especially useful for bulk updates or when you need to locate a contact but aren’t sure which client they belong to.

While the Contacts List gives you a bird’s-eye view, managing contacts through the client file is often more efficient when working with specific clients. Learn more about managing contacts within the client file https://support.brokercentral.co.uk/en/articles/10345772-changing-the-main-contact

Here’s what we’ll cover in this section:

To get started, head to the Contacts icon on the left-hand side of your screen.

Need to add someone new? It’s simple:

1. Click New Contact.

2. Follow the on-screen prompts to fill in the contact’s information.

That’s it! You’ve added a new contact. If you ever need to make changes, just click the edit icon next to the contact’s name, and you can update or delete them at any time.

Under this column you will see all of the Clients that the contact is associated - this can be useful for people with portfolios and various addresses.

Keep your contacts neat and tidy by arranging them to suit your needs:

Looking for someone in particular? No problem! Just use the search bar at the top of the Contacts page to quickly find any contact by name, email, or other key details.

With these simple steps, you’ll be able to efficiently manage all your contacts and keep everything organised. Remember, contacts are an essential part of your client file, so keeping them updated will help you maintain great client records.