How to Edit a Transaction on Web

Keep your records accurate by updating property information, managing documents, and tracking the transaction timeline.

• Open the Record: From the Transactions list or board, click the Property Address to open the overview drawer.

• Navigate Information: Use the top tabs to switch between:

  • Overview: General property and party info.

  • Timeline: Chronological history of the deal.

  • Documents/Notes: Specific attachments and detailed logs.

• Modify Data: Click the Edit button at the bottom of the drawer.

• Update: Adjust any necessary fields in the two-step editor and click Save.

• Confirmation: A green toast notification will confirm the update was successful.