To create a new source:
1. Open a transaction card and click on the gear icon next to the source field.
2. If you would like to add a new source that would be nested underneath a source already in the list, click on the source already in the list and click on the '+'.
For example, if you want to capture which of your past clients are referring new business to you - click on 'Past Client Referral' and click the '+'. Type the new source - "Past Client Referral - John Smith" and click 'Save'.
3. If you would like to add a source that would not be nested under a source already in the list, simply click on 'Add New Source', enter the source, and click 'Save'.
Create a Transaction Card
1. Click on the '+New' button in the top right-hand corner of your Dashboard. 2. Select the transaction type (buyer, seller, outbound referral or other) and enter the property address if you know it. If this client is already in your contact list, ...
Add Source to Transaction Card
To add a source to a transaction card: 1. Open the transaction card 2. On the transaction details page, click on the source field. 3. Select the source you would like to use from the dropdown list. 4. Click 'Save' at the top left corner of the ...
Adding Custom Fields
On the Transaction Details Page, you have fields for your buyer or seller's name and their property address. However, you may want to collect more information about the transaction. You can with custom fields. To create a custom field: 1. Click ...
If you are a real estate agent new to NextMove PRO, here are the steps to help you get set up and start managing your sales. 1. Import Your Contacts One of the first things you should do when getting started with NextMove PRO is to import your ...
Share a Single Transaction Card
When sharing a transaction card with another NextMove PRO user, your account needs to be connected to the other user's account already. To make sure the two of you are already connected: 1. Click on the 'Team' tab in the side menu bar. 2. Look for ...