Web AppTransactions & Deals
How to Add a Transaction on Web
Create new transactions on your dashboard
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.