New Transactions View

Efficiency and productivity are two of the most important factors in real estate success, and we’re proud to share that we have updated how transactions are viewed in the Lead Profile!

To improve visibility, we’ve moved the Transactions module to its own third column in the Lead Profile. This means you can quickly prioritize tracking transactions and your active pipeline of opportunities, and if more than one transaction is associated with the lead you’ll see them here, scrollable and easily accessible.

This streamlined and intuitive update empowers you to easily locate and review any active or past transactions and adapt your outreach accordingly.

Note: You must have access to My Deals to see this update.