How to Edit and Manage Transaction Details

How to Edit and Manage Transaction Details

Maintain accurate records by organizing property info, parties involved, and deal timelines in one central location.

Phase 1: Navigating Transaction Data

Explore the categorized tabs to find the specific information you need to review.

• Overview & Property: Use the Overview tab to check high-level data like address and contract price.

• Manage Parties: Click the Parties tab to view buyers, sellers, and their associated contact tags.

• Review History: Access the Timeline tab to see a chronological log of all actions taken on the deal.

• Files & Notes: Use the Documents and Notes tabs to manage attachments and internal memos.

Phase 2: Updating Transaction Records

Ensure your data remains current as the deal progresses toward closing.

• Enter Edit Mode: Click the Edit button at the bottom of any transaction tab.

• Modify Fields: Update the closing date, contract price, or notes as needed.

• Commit Updates: Click Continue to save the new information and return to the main transaction view.