Transaction Management shows you what’s happening with every deal, at every step, giving you the ability to react fast to client needs throughout the home buying/selling process. With Transaction Management, you can create multiple pipelines and customize the entire process to fit your individual or team needs.
Each pipeline will track a specific transaction type. Whether you are working with a buyer, seller, or investor, you can create a pipeline to track a specific transaction type. LionDesk has pre-built a few pipelines to get you started.
Customize Transaction Stages
1) Click on "Transactions"
2) Select the Transaction Type you want to modify and click on the following edit icon
3) Customize the stages for the Transaction type. You can add and remove stages.
To add a stage, type the name and click on Add Stage
To remove a stage, click on the delete button next to each stage name
4) Set the order of the stages by clicking on the up and down arrows next to each stage.
5) Once complete, click on Next
Customize the Transaction Forms
When you upload a transaction into your pipeline, you are able to upload information such as property information, key contract dates, and financial information. You can create additional forms to track more information.
1) Click on "Add Section"
2) Type in the Section Name
What type of information will you be tracking? What category does that information fall into? Answering these questions will give you an idea of the name for this section.
3) Select the type of data you will track
When creating a new form, LionDesk will allow to capture the following type of information:
Once you select the field type, you will see a section appear below where you will name the field.
4) Once complete, click on "Submit"
Congrats - Your Transaction Types are now customized!
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email firstname.lastname@example.org, and LiveChat Mon-Fri 7am - 5pm PT