Transactions

Record a closed deal for a prospect, for teams that track agents' production alongside recruiting. Transactions show on the timeline and in the Production section of Prospect Details.

Path: Prospect Details → Activity → Transaction

Log a transaction

1. Open the prospect.
2. In Activity, click Transaction.
3. Pick the Closed Date (required).
4. Fill in what you know:
   • Closed Price and Closed Price Source (for example MLS)
   • Side (buy or sell) and Source
   • Street Address, City, State, Postal Code
   • Co-op Agent, Co-op Brokerage, Co-op Side
   • Transaction Description
5. Save. It appears on the timeline and in the Production transactions table.

View-only users can't log transactions.

Edit or delete a transaction

Use edit or delete on the transaction in the timeline. The person who logged it, the prospect's owner, and the account owner can change it.

Reporting

Reporting → Transactions shows transaction metrics for the date range and filters you pick. See Reporting.

Coaching TCF+ metrics are a separate weekly entry on the Coaching page. They don't replace logging transactions here.