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Managing Addresses

Addresses are the core of Sellfaster - they represent the locations you visit, track, and build relationships with. This guide covers how to view and manage addresses in your personal account.

Addresses are the core of Sellfaster - they represent the locations you visit, track, and build relationships with. This guide covers how to view and manage addresses in your personal account.

Note: Addresses belong to team projects. In your personal account, you view addresses from all team accounts you're a member of. To create or bulk-manage addresses, use the team account interface.

Viewing Address Details

To view full details for an address:

  1. Click on the address row in your dashboard or the address link
  2. The address detail page opens at /home/addresses/[addressSlug]
  3. Review all information and interaction history

Address Detail Sections

The address detail page displays:

SectionContents
MapInteractive map showing address location
Status BadgesAddress status, interaction state, sale state (if sold), project name
Address InformationStreet address, city, state, postal code, country
ZoneAssigned zone with color indicator (if applicable)
Contact DetailsName, phone, email (if available)
Custom FieldsTeam-defined custom field values
AI SummaryAI-generated summary of interactions (if available)
Interaction HistoryChronological list of all interactions and sales

For Apartment Buildings

Building addresses show additional information:

  • Apartment Building badge
  • Units Table - Collapsible table showing all units in the building with their status

For Units

Unit addresses (apartments) show:

  • Apartment Info section with link to parent building
  • Unit label/number

Address Status

Addresses have three possible statuses:

StatusDescription
ActiveAvailable for interactions and sales
SoldA sale has been recorded (shows sale state)
InactiveClosed or not interested (shows final interaction state)

Recording Interactions

For active addresses, you can record interactions:

  1. Open the address detail view
  2. Click Add Interaction button
  3. Select the interaction state from available options
  4. Add optional comment and follow-up date
  5. Click Save

The interaction appears in the address history.

See Recording Interactions for detailed instructions.

Recording Sales

For active addresses, you can record sales:

  1. Open the address detail view
  2. Click Add Sale button
  3. Select the product from available options
  4. Fill in sale details (quantity, etc.)
  5. Click Save

The sale appears in the address history and the address status may change to "sold".

See Recording Sales for detailed instructions.

Editing Contact Details

You can update contact information for addresses:

  1. Open the address detail view
  2. Click the Edit contact details button
  3. Update name, phone, or email
  4. Click Save

Contact information is stored in custom fields and shared across the team.

Interaction History

View all past interactions and sales:

  1. Open the address detail view
  2. Scroll to the History section
  3. See chronological list of all interactions and sales
  4. Each entry shows:
    • Date and time
    • Interaction state or sale details
    • Comment (if any)
    • User who recorded it

Editing History Entries

If you have permission, you can edit existing interactions:

  1. Find the interaction in the history
  2. Click the edit icon
  3. Modify the details
  4. Save changes

Deleting History Entries

If you have permission, you can delete interactions:

  1. Find the interaction in the history
  2. Click the delete icon
  3. Confirm deletion

Scheduling Follow-Ups

When recording an interaction, you can schedule a follow-up:

  1. In the interaction form, check Set follow-up date
  2. Choose the date and time
  3. Optionally add a comment
  4. Save the interaction

The follow-up appears in your Follow-Ups list.

Address Actions (From Follow-Ups Page)

From the Follow-Ups page, you can perform quick actions on addresses:

Desktop

  • Click the ... menu button on an address row
  • Choose: Add Interaction, Add Sale, or Delete

Mobile

  • Swipe left on an address card to reveal action buttons
  • Tap the action you want to perform

Deleting Addresses

To remove an address:

  1. From the Follow-Ups page, click the ... menu
  2. Select Delete
  3. Confirm the deletion

Warning: Deleting an address removes all associated interactions and history. This action cannot be undone.

Custom Fields

If your team has defined custom fields, you'll see additional fields on addresses:

  1. Open the address detail view
  2. Find the Custom Fields section (displayed below contact information)
  3. View field values set for this address

Custom field values are managed through interactions or by team administrators.