Tip! Display Name automatically pulls in the first and last name.

Log any interactions with the Buyer here.

Click here to indicate this interaction was initiated by the Buyer.

Click here to add how the interaction was carried out.

Tip! Same concept applies to Notes section.

Click "Transactions" to see a list of the Buyer's current or previous transactions.

In this example, there are no current or previous transactions as the Buyer was just added.

Tip! Transactions are clickable and will take you directly into the transaction.

Navigating within Transactions Tab: Adding a Transaction

Click "Add Transaction" to pull Buyer's information directly into a new transaction.

Fill in the new transaction info. Click "Save".

**NOTE:** Buyer contact info is *automatically* pulled in.

Navigating within Transactions Tab: Managing Documents

Click "Manage Documents" to add/view documents that have been uploaded to the Buyer.

Tip! See articles under Related References on Knowledge Base article for additional help on managing documents.

If you are working with a buyer and would like to create a buyer record before a transaction is started, follow the steps below.

Contacts Tab (Buyer MGMT)

Adding a New Buyer