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Better way to split up double transactions for a client who is buying and selling at the same time.

I haven't found it easy to split my notes, tasks or transaction task items for clients who are buying and selling at the same time. Whether it be more color coding, adding a property name to task items or some other idea, it would be great! Especially for adding attached contacts for keeping contacts separated.

  • Guest
  • Jul 30 2019
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  • Guest commented
    6 Mar, 2020 08:33pm

    I would do one of 2 things. I use the hotness tab for a lot of this. However, I would simply make the contacts twice, labeling one "buyer" and the other "seller"

    1st name, last name buyer.

    1st name, last name seller.

  • Melaine Anderson commented
    17 Dec, 2019 07:50pm

    Really need the ability to add a Property to a task.  The only way to do so now is to go Properties - Add Transaction Plan

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