Sphere-Creating a Transaction Record

After creating a contact, click “Add Transaction” in the top right

•  Select the Transaction Type from the dropdown (e.g. Seller)

•  Add or remove any sellers by pressing X or searching their name here

•  Click “Next”

•  You can change the “Potential” label at the top to Active (pre-list seller with signed listing paperwork), Listed (Active in the MLS), Pending, etc. to the most relevant option just by clicking on it

•  If you receive the pop-up “Would you like to create a transaction timeline for your client?”, click Cancel or X out of it. Admin will do this when appropriate.

•  Change the Transaction Lead to Rebecca Green - it will automatically add you as assignee (this is to keep the commission calculations accurate and to give you access to TEAM Checklists and timelines)

•  Add Jessica Venable as an assignee as well

•  Add the approximate list and sale price as well as our side’s commission percentage (for commission projection purposes)

•  Add the property address

•  On the right-hand side, under the Checklist, choose the relevant TEAM checklist from the dropdown (e.g. TEAM - Listing”)

•  Jessica/Admin will manage the checklist and assign any broker responsibilities to you

•  Jessica will also complete the transaction record