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Add a Transaction

The Transaction section tracks all of your Transactions - current and historical ("Completed"). 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 Active Client 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 Active Client or your Listing.

Instructions to create a Transaction from an Active Client (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

  • 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 Active Clients
  2. Select the desired contact (or group)
  3. In the contact details that appears on the right, scroll to Transaction history section so you see the "+" 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