Completing Deals from Follow Up Boss

When adding a deal you may leave out important information, these deals will need to be edited

  1. PleasLogin to your ClarityNOW Portal
  2. Click Portal Dashboard
    dashboard
  3. Click Listing or Transaction on the left side tool bar depending on if the deal is a listing or a buyer 
  4. You you will see your "incomplete" deals highlighted in red
  5. Click the blue Actions button
  6. Click Edit
  7. You will now be able to add any missing information to that deal to make it complete 

Please note, if you click edit & DO NOT FILL IN ANY INFORMATION, but then click submit. The deal will be removed from incomplete and will be missing data for accurate information