Transactions

 

In this section

 

 

Zap keeps a record of any transactions you’ve started and closed. We receive this information from your brokerage tool, Dash. However, to keep a holistic view of your data, you can link your transactions and contacts. 

 

 

Link a transaction from the Contact Profile

 

1. From the left navigation, click Contacts.

2. Click a contact’s name to access their profile.

3. From the Business tab, locate Transactions. You may need to scroll down the page.

 

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4. Click Add a Transaction.

5. Locate the transaction you’d like to link.

 

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6. Click Select, and you're done! 

 

Link a contact from the Transactions page

 

1. From the left navigation, click Business.

 

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2. Then, select Transactions. This will direct you to a table that lists all your transactions.

3. Search or locate a transaction. Click Link Contact.

 

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4. You have two options to link a contact.

 

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  • Search for an existing contact by name.
  1. Type in the contact's name and then select from the dropdown. 
  2. Indicate whether the contact was a buyer or seller.
  3. Click Save.

 

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  •  Add a new contact.
  1. Click Add New Contact.
  2. Enter required fields (First Name, Last Name, Client Type, Email Address OR Phone Number, Lead Source).
  3. Click Continue. 
Gloria Choi March 13, 2019