Managing Transactions is helpful for you to keep track of your deals and keep the history of your business with your client. To add a transaction, simply go to the contact and scroll to the bottom of the record. From there, you can simply add a transaction as shown on this image:
From there, you can add all the transaction details there:
- Property address
- MLS id
- Pipeline Status - for tracking the status of the transaction
- Listing Date
- Listing Expiration Date
- Mutual Acceptance Date
- Closing Date - used to determine house anniversary dates
- Sale price
- Commission amounts - used to track your gross earnings and net earnings
If you need to delete a transaction, you can simply go to the transaction in question and delete it by clicking on the garbage/delete button
Alternatively, you can use Sparky to help you manage all the transaction details. From creating a potential deal to a pending deal and even deleting a transaction. Here are some examples to try:
- Buyer Potential - "Sparky, I just met with John Doe and he is interested in buying a home for $500,000"
- Active Listing - Email Sparky the listing agreement
- Buyer Pending - Email the purchase sales agreement to Sparky and watch it create all the key transaction dates for you