/
How to populate Trade Record
How to populate Trade Record
1.Choose a Client
2. Choose a Transaction
3. Then, click on TRADE
Now you have accessed the Trade Record:
-You can either manually enter in your information and ensure that you fill out as much information as possible (the field highlighted in green are mandatory fields.)
or
-You can populate by MLS Number:
Ensure you complete the other field in the Trade Record before Saving:
Once completed, click Save to PDF
You Trade Record is now in your document section:
, multiple selections available,
Related content
Getting Started: Add a Transaction
Getting Started: Add a Transaction
More like this
Forms to Trade record population
Forms to Trade record population
More like this
Submitting Activities & Transaction Information
Submitting Activities & Transaction Information
More like this
Saving the trade record sheet in the EDM
Saving the trade record sheet in the EDM
More like this
Filling out an Editable Form
Filling out an Editable Form
More like this
Forms: Saving PDF or Editable Form
Forms: Saving PDF or Editable Form
More like this