Contacts Tab (Buyer MGMT)

Overview:

In this article, we'll review the functionality of the Contacts Tab. This feature allows the user to enter a buyer record before a transaction is started. 

Additional Details:

• Creates Document checklist file to upload and store Buyer related documents
• Ability to import the buyer document(s) into a transaction file once buyer has something under contract
• Ability to create a buyer-side only transaction directly from the buyer detail page

***Contacts is only available if you have the Documents & Compliance Module Enabled***

Quick Reference:

Link to Full Step-by-Step Guide

Related References:

• Import Listing/Buyer Docs
• Add Document Button
• Upload Document to Single Checklist Item
• Email Document File Attachment into File
  
• Upload and Split Document
  
• Download Documents Button
• Print Document Log Button