Note: Before using this feature, first connect Top Producer® X CRM to your MLS under Settings > MLS Credentials.
The Transactions page lists your transactions. By default, only active listings show. To change the view, use the Transaction status dropdown menu.
To the right of each transaction are shortcuts to edit , add a transaction party , view the listing on realtor.com® , and delete the transaction .
To find all transaction for a contact, go to the Transactions tab of the contact record.
Click on a transaction to open the transaction record. Here you can view all the important transaction details and edit/delete the transaction as desired. Add further information under the Notes, Parties, and Tasks tabs.
- Notes – Add, view and edit transaction notes here. To add a note, click Add Note. Click an existing note to edit or delete.
- Parties – View and add transaction parties (i.e. seller, buyer, lender) here. Click Add Party to add a contact from your database.
Tasks – View/add transaction tasks and apply task plans here. Click Add Task to add an individual task, or Apply Plan to choose a plan.
Note: For information on setting up task plans, see Creating a Task Plan.
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