Adding a New Transaction
Overview:
In this article, we will review how to add a selling side, buy side/double ender, and other income transaction. The key to successfully adding a new transaction is knowing where to start based on which side of the transaction you represent.
Buy Side:
Go to Dashboard > Transactions > Pending
Click + New Transaction
Listing Side and/or Double Ender:
Go to Dashboard > Listings > Residential Sales
Locate the property
Use the Change Status dropdown menu
Select Add Transaction
Other Income:
Go to Dashboard > Transactions > Other Income
Please find the available resources below.
Quick Reference:
Link to Full Step-By-Step Guide