This article will show you how to use custom transaction labels to categorize your transactions. Use them to mark a transaction as a rental, sale, commercial listing, residential listing, condominium, office space, parking lot, etc. You can also filter and search transactions based on labels.
Add a Label
To define transaction labels for your company:
1. Click [ADMIN/SETTINGS] to access the Admin page.
2. Click [TRANSACTION LABELS] from the left menu.
3. Click [ADD LABEL].
4. Enter the name for this label then save it.
Rename an Existing Label
To rename an existing label:
1. Click the [GEAR ICON] and select [RENAME].
2. Type in the new name.
Apply Labels to Transactions
To apply a label to a transaction:
1. Create or edit the transaction and select the desired label.
2. Save the transaction.
Note: If you currently use the status field instead of the label field to determine what property type or other categorization a transaction is, we strongly recommend converting to use labels instead. It will eliminate agent confusion and errors and make for a much cleaner and intuitive experience.
Using Transaction Labels to Auto-assign Checklists
Transaction Labels can also be used to help define when a checklist should be automatically assigned to a transaction. Learn more about auto-assigning checklists based on status, transaction labels, and/or sides here: Automatically Assign Checklist Templates to Transactions >>