Congratulations on your transaction! Below are steps on how to report your transaction.
- Reporting a deal using the Contact Support button.
- Select More from the top navigation button and select the option for Contact Support
- Select Report a Deal from the subject line dropdown, type your message and hit submit.Our transaction team will reach out to you.
- You can even use the CRM Activity Log to inform us of your transaction.
- Click CRM in the top navigation menu.
- Select the lead and click Quick Action
- Select Closed Deal from the action dropdown, type your notes, and click SAVE
- After you have reported your deal to the SetSchedule Transaction Team, contact your Agent Success Consultant and request for your Transaction to be featured in our Transaction Cross promotion that will be posted in our Social Media Handles.