Creating and Using Custom Transaction Labels

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.

Add a Label

Rename an Existing Label

To rename an existing label:

1. Click the [GEAR ICON] and select [RENAME].

2. Type in the new name.

Rename an Existing Label

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.

Apply Labels to Transactions

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 >>