Adding your clients to Privy is a crucial step in optimizing your workflow and ensuring they receive the best investment opportunities. By pre-adding clients, you can automate deal alerts, track their engagement, and streamline communication—all in one place.
Why Add Clients to Privy?
Adding clients to Privy ensures that:
You can automate property alerts and deal updates.
Clients receive relevant investment opportunities directly in their inbox.
You can track client engagement, including logins and email interactions.
You stay organized with all client searches and preferences in one place.
How to Add Clients to Privy
1. Access the Client Module
Log in to Privy and navigate to the Clients section in the main menu.
Here, you can view client details, searches, login activity, and email history.
2. Add Clients Individually
Click the Add Client button.
Enter the client’s name, phone number, and email address.
Review and agree to Privy’s client terms.
Click Save to finalize the entry.
3. Bulk Upload Clients (CSV File)
Click Add Multiple Clients to upload a list via CSV.
Download the sample CSV in the platform (or here) to match the required format.
Ensure the columns are correctly formatted (e.g., name, email, phone).
Click Choose File and select your CSV file.
Agree to the terms and click Upload CSV (supports up to 20 clients at a time).
Using Pre-Added Clients for Automated Searches
When creating a search in Privy, go to the Filters section.
Click Save Search, then select Add Recipient.
Choose a client from your pre-added list to receive automated deal alerts.
By adding your clients in advance, you ensure they receive relevant investment opportunities while keeping all their preferences and engagement history easily accessible.