Resource Center

Resource Center

  • Docs
  • FAQ
  • Feature Announcements

›Transactions

Introduction

  • Overview of Reach CRM
  • The Reach Flow

Calendar

  • Overview
  • Events

Contacts

  • Introduction to Contacts
  • Add a Contact
  • Agents
  • Groups
  • Add Relationships
  • Adding Notes to a Contact
  • Import Contacts
  • Tagging Contacts
  • Add Important Dates
  • Archive A Contact
  • Sync With Mailchimp
  • Mailing Label Exports
  • Send Email (BETA)

Leads

  • Intro to Leads
  • Add A Lead
  • Edit a Lead
  • Add A Touchpoint
  • Changing a Lead's Score
  • Transition to Accepted Offer
  • Automated Tasks
  • Remove Lead Status
  • Capture External Leads
  • Leads Settings

Listings

  • Add a Listing
  • Edit a Listing
  • InfoPack™
  • Book an Event
  • Accepted Offer
  • Automated Tasks
  • Archive a Listing

Tasks

  • Add Task
  • Edit a Task
  • Completing Tasks
  • Archive a Task

Teams

  • Intro to Teams
  • Adding Team Members
  • Understanding Ownership
  • Delegate an Item
  • Inviting to Events

Transactions

  • Add a Transaction
  • Conditional to Firm Sale
  • Firm to Completed Sale
  • Archive a Transaction
  • Commission

Settings

  • My Account
  • My Team
  • Automated Tasks
  • Leads Settings
  • Email Settings
  • Integrations
  • Archived Data
  • Notifications
  • General Settings

iOS

  • Add to Home Screen

Tutorial

  • Introduction
  • Initial Setup
  • Lesson 1
  • Lesson 2
  • Lesson 3
  • Next Steps

Add a Transaction

The Transaction section is tracks all of your Transactions - current and historical. There are many ways that you can enter Transactions into the system: for historical Transactions, it is recommended that you add a Transaction from a Contact or the Transactions page, but for a current Transaction it is recommended that you add via the Buyer Lead or the Seller Listing.

Add A Current Transaction

When using Reach to track your transaction flow from beginning to end and you have received an accepted offer, you can easily create a new Transaction from either the Buyer Lead or your Listing.

Instructions to create a Transaction from a Lead (Buyer)

Instructions to create a Transaction from a Listing (Seller)

Add A Historical Transaction

Sometimes you want to add historical information to your system. Reach offers you 2 ways to do this: from a Contact or from the Transactions Page. The process is similar for both approaches.

When adding a historical Transaction, most of the time the Transaction has already completed so make sure that you set the Status of the Transaction as Completed

Adding via Contact

  1. In the sidebar, click on Contacts or Leads
  2. Select the desired contact (or group)
  3. In the contact details that appears on the right, expand the Transaction History section so you see the Add Transaction link. Click it
  4. Enter whether this contact acted as the Buyer or Seller
  5. If Buyer is selected, you can progress to adding Transaction details
  6. If Seller is selected, you must either specify an existing address or a new one before progressing to the Transaction details

Adding via Transactions

  1. In the sidebar, click on Transactions
  2. In the top right, click Add
  3. Click Add Contact to select the Contact (or group) you wish to add a Transaction for
  4. Enter whether this contact acted as the Buyer or Seller
  5. If Buyer is selected, you can progress to adding Transaction details
  6. If Seller is selected, you must either specify an existing address or a new one before progressing to the Transaction details
← Inviting to EventsConditional to Firm Sale →
  • Add A Current Transaction
  • Add A Historical Transaction
    • Adding via Contact
    • Adding via Transactions
Resource Center
Links
HomeApp
Resources
DocumentationFAQFeature Announcements
Copyright © 2023 Reach CRM