Identifying Related Parties

To enter the related parties involved in a sale, including other agents, home inspectors, mortgage brokers, etc.:

1.   From the listing’s Related Parties tab, click Add Related Party.

2.   Select the contact.

If the related party is in your contact list but has not been set as a Frequently Used Related Party, click the Select link and find and select the contact.

If the related party is not in your contact list, select Add Related Party not in Contact List and enter the contact details. If you wish to add the contact to your contact list on-the-fly, simply select the Add to Contacts check box and indicate whether this is a Frequently Used Related Party.

If the related party is in your contact list and set as a Frequent Used Related Party, you can select them from this list.

3.   Select the Role.

Note: The Role list is the same list as your Business Type list. To add new roles, click Modify List.

Note: If you select a contact from the list of Frequently Used Related Parties, the Role defaults to the Business Type of the selected contact.

4.   Click Save.

If a related party is in your contact list, you can click the name in the list to go directly to the contact record.

To edit a related party, click the Edit link next to the name.

To delete a related party, click the Delete link next to the name. If the related party is in your contact list, the contact record is NOT deleted.