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

Important To Know: Contacts is only available if you have the Documents & Compliance Module Enabled.

Quick Reference:

Link to Full Step-by-Step Guide