Adding & Editing your Deals for Real Estate

Within EngageMore you can track all of your sales, listings, and transactions in the Deals.  The great part is we have preset some deal transactions for you, but you can easily edit them the way they work for your business.  In this lesson, we show you how to access your deal templates, how to add them to a contact, how to create your own deal templates and how to attach them to contacts and all associated parties to send out information and updates of the transaction to all the associated parties.  

You can also choose to hide preset deal settings our system provides in the event you will never need them for your business.  Within the settings area, on the bottom right left of the page click, the settings you choose to hide:

Make this area your own for your business, we give you templates to get started!