20 - Starting a deal with realtyjuggler real estate software

Let’s say someone calls you up and asks you to be their listing agent. You’re going to need to create a Seller Record, so you can keep track of the deal. There are three ways to do that. If the client is already in your Contacts Database, just open their Contact Record… click on the Transfer tab… and then on the Seller icon. And here’s the new Seller Record. If your client is in your Prospects database, you can do the same thing. This time, RealtyJuggler will ask if it’s OK to delete the old Prospect Record. I’ll say OK; there’s no need to keep marketing to them as a prospect, if they’ve already signed on as a client. The third possibility is that you don’t have any contact information on them yet. In this case, just go to your Sellers Database… click on New Seller… and fill in their information. And you can click on the First Name label and choose Add to Contacts, to add this same person to your Contacts Database, as well.