This section lists all the transactions made in PF Expert in the past and all the ones that you may have imported via our customer care.
Below are few rules to understand the visibility of a transaction:
Visibility:
Depending on your permissions a user will see or not the listed deals.
To see a transaction entry, a user must be one of its participants, either by having a resource linked to it (property, lead, owner) or for being in the contributor list and therefore earning something out of it.
Filters:
The filters on the left enable you to find a transaction with a wide range of criteria.
Note that the list of property types reflects the types you already have in your inventory. Therefore, if a type is not listed on the left panel, it means that you do not have a property of this type.
Accessibility:
A transaction entry is represented by a card, which contains some useful information to be grasped rapidly. To see more from a transaction card, click anywhere on the row and it will expand, disclosing some additional information in the preview such as the property, the parties involved and their respective commissions.
To enter in a transaction page, you have to click on the expand icon and to add a new transaction, click on the floating "+" button at the bottom right of your screen.
You can also create a transaction from the property page or the lead page.
In this clip, we'll show you how to create and manage your transactions.