Transactions in PF Expert represent the sales or rental deals you are working on. They contain important details such as the property type, net price, assigned agent, and transaction status (open, won, or lost).
This feature centralizes all your deals, making it easier to keep track of your progress, manage client information, and calculate commissions.
|
Note: Remember, these transactions are solely for your own record-keeping and tracking, not for submitting a "Claim My Transaction." |
What is covered?
How to Create a Transaction?
- Access the Transactions Page: Navigate to the "Transactions" section on the top menu.
- Add New Transaction: Click on the orange "+" button on the screen.
-
Fill in Details:
- Net Price & Gross Price: Enter the negotiated price received by the owner and the total price paid by the lead.
- Owner, Lead & Property: Linking an owner, lead, and property to the transaction is required to proceed.
- Contract Signed & Date: Choose the date of contract signing.
- Status: Set the transaction status to "Open," "Won," or "Lost."
- Transaction Type: Select whether it’s a "Direct" or "Shared" transaction.
- Save: Once all fields are completed, save the transaction to start tracking it.
How to Update a Transaction?
- Locate the Transaction: On the "Transactions" page, use filters or search by reference to find the specific transaction.
- Edit Transaction: Click on the "Arrow" next to the transaction you want to update. Or select the transaction by clicking the checkbox and then the three dots at the top.
- Modify Details: Update fields such as the status (Open, Won, Lost), prices, linked owner or lead, contract date, and more.
- Save Changes: After making the necessary changes, click the save icon to update the transaction.
Frequently Asked Questions
No, linking an owner, lead, and property is required when creating a transaction. This ensures that all relevant information is associated with the deal for accurate record-keeping and tracking.
To change the status, edit the transaction by clicking the three dots (⋮), select "Edit," and then choose the new status from the available options (Open, Won, Lost).
Yes, you can update the details of a transaction even after it has been marked as "Won" to reflect any changes or additional information.
Yes, use the filter options on the left sidebar of the "Transactions" page to sort transactions by date range, status, type, or other parameters.
No, once a transaction is closed as Won or Lost, you can not change the status. You will need to create a new transaction with the new status.