Update Buyer/Seller Information in Transaction

Update Buyer/Seller Information in Transaction

It is important that contact information on transactions is up to date.  If you have linked the contact with the agent CRM if you update the CRM or the contact data base it will update the contact.  If you need to update the contact information from within the transaction follow the steps below.  

  1. Open transaction 
  2. Go to the People tab at the top
  3. Click on the contact that needs to be edited
  4. Change or edit the information
  5. Click Save


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