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Transaction Stages Board
The Transaction Stages Board is a place where you can use your team's custom swim lanes to manage your transactions from beginning to end.
This board view empowers you to drag and drop transactions to new Stages as they move towards completion. Click on the transaction card to quickly view transaction details, make Comments, navigate to Tasks or open the transaction.
Transactions can be moved up, down or hidden on the board as well.
Filters are available allowing you to narrow down the transactions listed on the board:
Scope: If you're selected as a Coach in a Group you'll be able to select to view the Group as a whole here or individual users within your Group.
Status: You can toggle this scope to view Showing, Hidden or All transactions.
Filter By Type: Select to view just one transaction type - Buyer or Seller.
Search Keyword: Quickly locate a transaction by searching the client name, client email, property address, etc.
Transaction Statuses Board
The Transaction Statuses Board allows you to easily view and manage your transactions as they move from Pipeline to Closed.
You're able to drag and drop transactions to new Statuses as they move towards completion. Click on the transaction card to quickly view transaction details, make Comments, navigate to Tasks or open the transaction.
Transactions can be moved up, down or hidden on the board as well.
Filters are available allowing you to narrow down the transactions listed on the board:
Scope: If you're selected as a Coach in a Group you'll be able to select to view the Group as a whole here or individual users within your Group.
Status: You can toggle this scope to view Showing, Hidden or All transactions.
Filter By Type: Select to view just one transaction type - Buyer or Seller.
Search Keyword: Quickly locate a transaction by searching the client name, client email, property address, etc.