How to Log and Manage New Transactions
Create new and detailed transactions for your contacts
How to Log and Manage New Transactions
Navigate the transaction wizard to record deal details, link contacts, and track your revenue pipeline in four phases.
Phase 1: Initiating a Transaction
Start the process of recording a new deal in your pipeline.
Access Pipeline: Click the Transactions tab in the main navigation.
Start Entry: Click the + Add Transaction button in the top right corner.
Phase 2: Defining Deal Details
Set the foundation for the transaction with location and financial data.
Select Stage: Choose a category (e.g., New Leads) to place the deal in the pipeline.
Input Property Info: Enter the Property Address and fill in the Contract Price and Close Date.
Add Context: Use the Notes section to include any specific deal instructions or background info.
Phase 3: Linking Parties and Tags
Organize the transaction by connecting the right people and categories.
Link Contacts: Under the People section, search for and select the Buyer or other related parties.
Apply Tags: Use the Tags area to select preset tags or type in a Custom Tag (like "Relocation") to improve future filtering.
Phase 4: Finalizing Documentation
Secure the deal by attaching necessary paperwork and completing the wizard.
Upload Files: Click Documents & Images to attach contracts, photos, or disclosures.
Save Entry: Click Continue and then Add Transaction to finalize and save the record to your pipeline.