Transactions

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In this section

• Link a transaction from the Contact Profile
• Link a contact from the Transactions page

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.

4. Click Add a Transaction.

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

6. Click Select, and you're done! 

Link a contact from the Transactions page

1. From the left navigation, click Business.

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.

4. You have two options to link a contact.

• 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.

•  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.