Skip to contentSkip to Content
Contacts

Contacts

Contacts are the people Rentalot knows about: prospects, applicants, renters, and others. Rentalot creates a contact automatically when someone completes your pre-screening or submits your property blast form. You can also add or import contacts yourself.

Review a new prospect

  1. Open Contacts from the dashboard sidebar. Use Search by name, email, or phone… or the status filter to find someone.
  2. Select the contact to open their contact page.
  3. Under Submissions, open the pre-screening submission to read every answer.
  4. Mark the submission Approved or Denied. Add internal notes if you like; the prospect never sees them.
  5. Take the next step from the contact page: Send booking link, share their Property blast link, or Send Nudge (see below).

For the complete flow, see the Rental Workflow Guide.

Contact details

Each contact stores:

  • Name, Email, and Phone. A contact needs an email address or a phone number. Rentalot also uses them to recognize returning prospects.
  • Status: Prospect, Scheduled, Applicant, Renter, or Archived. Pre-screening results (Qualified, Not Qualified, Needs Review) are shown separately as the qualification outcome.
  • Role, such as Tenant, Landlord, Property Manager, or Vendor
  • Source and Referral Source: where the contact came from
  • Language preference: detected from the language the prospect used during pre-screening, shown as a flag on contact cards, and editable on the contact page
  • Internal notes: private notes only you can see. They’re never shared with prospects.

Add contacts

One at a time

Go to Contacts > Add Contact, enter a name and an email or phone number, and save.

From a spreadsheet

Go to Contacts > Import (or Import from Spreadsheet when your list is empty) and upload a CSV, TSV, Excel (.xlsx/.xls), or JSON file. Files can be up to 10 MB and 500 rows.

Contact detail page

The contact page gives you the full picture:

  • Submissions: pre-screening answers, including voice transcripts, with an approve/deny review
  • Interested Properties: properties the contact picked on your blast page
  • Conversation: email exchanged with the contact
  • Rental pipeline checklist: tracks progress such as completing and reviewing pre-screening
  • Copy pre-screening link: a personal link for this contact that fills in who they are
  • Send booking link: emails the contact your scheduling link. Turn it on in Settings > Notifications > Send booking link emails; it needs a Scheduling URL or Cal.com.
  • Copy JSON and Download JSON: export this one contact

Send a nudge

Send Nudge emails a short message to the contact from your connected email account. Pick a nudge type, write your message, and click Send.

  • Requires the Starter plan or higher and a connected email account (Email).
  • The contact needs an email address.
  • Starter includes the Check-in (idle prospect) and Showing reminder types; Pro and Scale include every type.

Coming soon: automatic nudges that send themselves when a prospect goes quiet. For now, send nudges manually. See Follow-ups & Nudges.

Select and delete

Click Select to choose several contacts, then Delete them in one step. Deleting a contact removes it from your Contacts list and can’t be undone from the dashboard.

Returning prospects

When a prospect comes back to a pre-screening form and their email or phone matches an existing contact, Rentalot fills in what it already knows and skips the identity questions.

Export

Export all your contacts, along with your other data, as JSON from Settings > Account > Export My Data.

API access

For programmatic access, see the Contacts API.

Property PhotosConversations