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.
To define transaction labels for your company:
- Click your name in the upper right corner then "Admin / Settings".
- Click [Transaction Labels] from the left menu.
- Click [Add Label].
- Enter the name for this label then save it.
To rename an existing label:
- Click the gear and select [Rename].
- Type in the new name.
To apply a label to a transaction:
- Create or edit the transaction and select the desired label.
- Save the transaction.
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.
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 →