How to Add a Transaction on Web

Easily manage your pipeline by adding new deals with property details, key dates, and assigned contacts.

• Access the Tool: Go to the Transactions tab in the sidebar and select the + Add Transaction button.

• Step 1: Details:

  • Select the current Stage (e.g., New Leads, Qualified).

  • Enter the full Property Address.

  • Input the Contract Price and choose the Close Date.

  • Add any internal Notes for the file.

• Step 2: Additional Info:

  • Assign People: Select the contact type (Buyer, Seller, Agent, etc.) and search your contacts to link them.

  • Apply Tags: Use "Quick Add" buttons for common tags like "First Time Home Buyer."

  • Upload Files: Use the upload section to attach property photos or initial contracts.

• Finalize: Click Continue to save the transaction to your pipeline.