How do I change a Prospect’s Transaction Status?
It’s important to keep your Prospect’s Transaction Status(es) current. Why? This provides visibility for your entire transaction pipeline at a glance, and allows you to sort all your transactions by their statuses.
Here’s how to change your Prospect’s Transaction Status:
- In the main menu, click Leads.
- Use the menu options at the left to select Active Prospects or Pending.
- In the "Name" column click a particular client's name.
- You'll arrive at the Prospect Detail screen; above, click Transaction Info.
- See the "Contact Transactions" window, click the line corresponding to the desired transaction (there may be multiple transactions). This will highlight the transaction in yellow and will open the transaction information below.
- Use the pulldown labeled "Transaction Status" to designate a status.
- Click Save below.
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