Update a prospect's profile from past chats, documents or notes

1. In Prospecting, open their profile and press Update Profile — or right-click their row and choose Update Profile. In the Inbox, it is under Client Context.
2. Pick one of the five options: Sync with Chats, Import Chat, Upload a Document, Upload a Call Recording or Add Notes.
3. Give it what it asks for — a file, a WhatsApp export or your note. Sync with Chats needs nothing.
4. Press the step's button: Sync, Import, Upload or Add.
5. For a second update, press Back and pick the next option. Each option is its own step, so two updates are two passes.

It worked when a line says what was added — Read your note — 2 things added — and the new details show on their Profile tab.

Update Profile opens titled with their name — Update Rachel's Profile — and lists five options. Two buttons open it one step in: + Upload a Document on their Files tab, and Import Chat on a conversation's menu in the Inbox. Add the Recording on a Called row on Sent Logs opens it at Upload a Call Recording. Back from any of them shows the other options.

Back lets go of anything that step was holding and had not saved — a file you picked but did not upload goes with it. And nothing runs unless you pick it: Sync with Chats reads their chats only when you choose it and press Sync.

Sync with Chats reads the chats PropKaki already has with them. With none on file it is greyed out and says No chat on file for them yet — import one below, or connect your line. When nothing is new, it says Nothing new since last time.

When there is something, the option shows how much before anything runs — 12 new messages — and it reads only when you press Sync. If it says you have used up today's reading, their chat was not read this time.

Open Prospecting → ⋯ → Update Profiles. It offers three options, for the people already in your book:

• Sync with Chats — reads what everyone has said since you last looked. It shows how many chats have something new, across how many people, before you press Sync. You can close it while it reads; it keeps its place.
• Import a Spreadsheet — the same importer as Add Prospects, with the columns and the people to check before anything is saved.
• Import Chat — asks who the chat is with, then files it under them.

Upload a Document, Upload a Call Recording and Add Notes are about one person, so they are only on that person's Update Profile.

On their Profile tab every detail is a tile. Point at one and a pencil and a ✕ appear beside its name.

• Change it: press the pencil, type, and press Save.
• Clear it: press ✕, then Remove?, or Keep to back out.
• Add details it doesn't have: press + Add Fields at the foot of the tab. Search, or pick one of the seven cards down the side, tick the fields, press Next, fill in what you know and press Add. Anything you ticked but left empty waits under To Find Out, with a pencil to fill it in later.
• A home: + Add a Property. A unit they asked about or viewed: + Add a Unit, under Units on Deal Progress.

Readiness and Value change from their own pill in the strip at the top of the tab.

Change it on their Profile tab: point at the detail and press its pencil, and your version wins. What PropKaki reads from a chat, a document or a note lands on that tab, so that is where to check it after any update.

One exception: a detail about one of their homes, such as a tenancy end, a rent or the price they expect, follows whatever was said most recently. If they tell you something newer in a chat on a later day, the newer one is what the profile shows and what PropKaki uses.