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How do I update key transaction dates from the Record screen?
How do I update key transaction dates from the Record screen?
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

You can update the following key dates directly from the Record screen:

  • 1st Time Appointment Set

  • 1st Time Appointment Met

  • 1st Showing Date

  • 1st Offer Date

  • Signed Date

  • Under Contract Date

  • Forecasted Closed Date

  • Closed (Settlement) Date

When you update a key date using the Record screen, this updates the transaction and it updates counts on the Dashboard. To update key dates from the Record screen, do the following:

1. In the sidebar on the left, click Record. This opens the Record screen.

2. Click a transaction tile at the top of the screen.

ℹ️ Note

The Under Contract tile allows you to change both the Under Contract Date and the Forecasted Closed Date.

3. In the pop-up that appears, click the Search For a Transaction field, and enter any of the following information to pull up an existing transaction:

  • transaction ID

  • client's first name

  • client's last name

  • address

  • zip code

4. Select a transaction from the list that appears.

5. Click the date field and use the date finder to select a date. (The name of this field depends on the transaction tile you click.)

ℹ️ Note

These fields correspond to a key date field in Sisu. On your forms, these dates are highlighted in a color chosen by your team.

6. Click Submit.

ℹ️ Note

When you click the "Submit" button, this updates the date in the specified transaction, and it updates counts on the Circles Dashboard (see screenshot below).

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