CONTACTS

The Contact list is a helpful way to organize important contacts. 

There are two ways to add contacts to your Stronghold.

In the Contacts section of the workflow you can add the details of important contacts such as utilities companies and service providers, such as your plumber and handyman. 

In the Linked items section of the workflow, you can select related items that you have created in other categories, which as home insurance in the Insurance Category, a mortgage in the Finance category and property taxes in the Taxes category. Linking items allows you to easily navigate to related items in other categories. 

Utility companies

Home maintenance providers

Insurance providers

Banks and brokerages

Tax advisor

Estate attorney

Investment advisor