Top Producer® X CRM: Adding a Transaction

Stay on organized and on top of your business by adding transactions to Top Producer® X CRM. You can import a transaction from your MLS, add a transaction manually, or create a a transaction from a property insight. See Transactions for more information on viewing and managing transactions you’ve added.

Note: Before using this feature, first connect Top Producer® X CRM to your MLS under Settings > MLS Credentials.


Importing a Transaction

  1. Click Add Transaction on the Transactions page or in the Transactions tab of a contact record.

  2. In the search field, start typing in the desired address and click on the address when it appears in the search results. Click MLS ID to find properties by MLS ID instead of address.

  3. On the Add transaction pop-up, add a transaction party, set the representation type and add/edit the transaction details.

  4. When finished, click Add transaction.


Adding a Transaction Manually

  1. Click Add Transaction on the Transactions page or in the Transactions tab of a contact record.

  2. Click Add manually.

  3. On the Add transaction pop-up, manually add the address and other transaction details.

  4. When finished, click Add transaction.


Adding a Transaction From a Property Insight

To add a transaction from a property insight, follow these steps:

  1. Set the interest level to Made Offer and click Add transaction.

  2. On the Add transaction pop-up, add details, set the representation type and other information.
  3. When finished, click Add transaction.

 

Log in to add Transactions


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