• Status – Choose yours. DFT – Deal Fell Through (was in contract but then fell through).
  • Select Buyer and Seller – If User selects the bottom field in Buyer or Seller block (if Not Our Client) because that Person is Not Our Client, then the team agents and referral agents will disappear as they are not applicable.
  • [+] is used when the Person or Company is not showing. This allows you to enter a new name.  Be careful not to duplicate names (try other variations first).  The system will not allow exact duplicates.
  • Other Information – Enter transaction details for tracking purposes. Details should be updated later if they change during the transaction for tracking purposes.

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