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
