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Adding and Editing Transactions

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Adding a New Transaction

Click Add Transaction from the Pipeline page. A form opens with all the fields for the transaction.

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Transaction Fields

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Editing a Transaction

Click any transaction row in the pipeline list to open the detail view. Update any field and save. Status changes take effect immediately and are reflected in the Dashboard, Leaderboard, and all reporting.

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Updating Status as the Deal Moves

  1. Pre-Signed when you are working toward a signed agreement
  2. Active when the listing goes live or the buyer starts searching
  3. Pending when you go under contract
  4. Closed when the transaction closes
If a deal falls apart, mark it x-Cancelled or y-Sale Failed so it stops appearing as active.

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Adding GCI

GCI should reflect the commission your side earns. For listings, enter your side’s commission. For buyer deals, enter your side’s commission.

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Deleting a Transaction

If a transaction was entered in error, open the detail view and use the delete option. If the deal fell through but you want to keep the record, use x-Cancelled or y-Sale Failed instead.