Adding people to your dotloop account is pretty easy and a great way to have your clients and agents entered when you are ready to do business with them. Keep in mind that you can add a person to any loop and they will automatically be added to your “people” in your account. This is for adding someone that you have not done a loop with yet.
First sign into your account through dotloop.com and click on the “People” icon at the top 3rd one from the right (middle one). If you are on your agent profile (not admin), you will see a title to the left that says “contacts”. If you are on an admin profile for an office, you will see your office name and if you have multiple locations you will also see them listed below. Have the one you want to add someone to highlighted/selected.
Click “Add Person” in the bar at the top right. Enter their name (First, Middle, & Last) and email address. If you are adding someone to the office, you will also have the option to type a message and make them an admin. Checking the admin box allows them all admin privileges for the office you selected. Offices can “Remove” or “Add/Remove Admin Rights” on the same people section by selecting the down arrow next to the person. Admin’s can also see who is an admin and who is not by sorting the people which will also show you the last time your agents accessed their account.
I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at http://www.SearchTulsaHouses.com. For technology training or consulting assistance visit http://www.iCarolyn.com.
iCarolynt's Blog 
I love your blog it’s so clean looking. Great posts!
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Thanks Joe! I find that agents and offices want short and simple directions with pictures!
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Is there any way to add a phone number in people? Seems ridiculous that all contact information isn’t there.
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Yes, when you are in the edit details, there is a “more” under each persons name, when that expands, you can add phone, address, and more!
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Thank you so much! I was loosing my mind trying to find that. Very awkward that it’s not on the screen when adding a person in your loop, but this is better than nothing.
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Once I’ve added them in dotloop to contacts how do I get to them in eEdge? It doesn’t come up in the search and I can’t create new cuz it says the email is already in use?
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When you add someone to your dotloop account, it automatically adds them to your eEdge. Just clear your search in eEdge and search for their name or email address. You should find it. If you still have issues with not finding them, it is possible you have more than one KW office you are attached to and it could be showing on the other one.
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