Transaction management is ideal in your Brivity CRM to automate the listing process, marketing, setting tasks and follow ups. Here's an overview of setting up a Listing Transaction.

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Step 1: Click on the [+] next to Transactions on the left of your account.

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You will be prompted to select a Listing Tranaction or Buyer Pending Transaction.

Step 2: Select Listings Transaction.


Step 3: Fill out the 2-step popup form.

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That's it! Now you have a newly created Listing Transaction.

Next, you will likely want to edit the details to add more information to this transaction.

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