How to Add a Transaction on Mobile

Learn how to create a new deal record and keep your pipeline updated.

• Step 1: Tap the Transactions icon in the bottom navigation bar.

• Step 2: Tap the Plus (+) button in the top right corner.

• Step 3: Select the Stage (e.g., Under Contract, Qualified) and enter the Property Address.

• Step 4: Enter the Contract Price, select a Close Date, and add any relevant Notes.

• Step 5: Tap Continue to add specific Contacts, Tags, or Upload Documents.

• Step 6: Tap Save. Your new transaction will now appear in your list.