Mobile AppTransactions & Deals
How to Add a Transaction on Mobile
Add deals to your pipeline while on your phone
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.