Summary: Deals are rarely done alone. This guide covers how to add critical partners (like Title Reps and Attorneys) to a transaction, manage their roles, and navigate the essential menu items within a deal record.
1. Adding Partners & Assigning Roles
Instead of keeping vendor information in sticky notes, you can link specific contacts directly to the deal. This is crucial for automation, as you can later trigger emails specifically to the "Title Rep" or "Attorney" on file.
How to Add a Contact (e.g., Title Rep):
- Open the Deal Record and locate the Actions button in the upper right corner of the page.
- Click Add/Remove Contact(s) and search for your vendor (e.g., "Tina Title") or create a new one.
- Set the Role: Once added, you must assign a role to this contact. Select "Title Rep," "Attorney," "Inspector," or any other custom role relevant to the transaction.
- Why this matters: When you move a deal to "Title Ordered," the system wants you to provide the contact with the "Title Rep" role to update the deal status card and support any related deal flow automations.
2. Tour of the Deal Menu
When you open a deal, you will see several tabs and menu items. Here is a quick glossary of what each does:
- Overview: The main dashboard showing the deal status, property photo, and key metrics.
- Seller Sheet: Your intake form containing the answers to questions like "Reason for Selling" and "Vacancy".
- Notes: A place to log internal updates or thoughts on the deal.
- Tasks & To-Dos: Assign specific actions (e.g., "Call Utility Company") to yourself or team members.
- Files: Cloud storage for this specific deal. Upload purchase agreements, title reports, and photos here.
- Activities: A timeline of every interaction, including calls made, texts sent, and emails opened related to this deal.
Associated Deals: Shows if this specific contact is involved in any other active deals in your pipeline.