Listings

Listings are managed through Transactions. The old standalone Listings route now sends you to the Transactions page filtered for listing-type records.

Finding listings

1. Open Transactions
2. Filter the transaction type to Listing
3. Open the listing record you want to work on

Creating a new listing also starts from the transaction creation flow with the listing transaction type selected.

Working a listing

A listing record uses the same transaction workspace: overview, contacts, documents, tasks, messages, notes, and reports. Listing-specific details appear inside the transaction when the record is a listing.

Turning a listing into a sale or purchase

A listing and a purchase (or sale) are the same kind of record — a transaction — distinguished only by its Type (Listing, Purchase, or Sale). So to turn a listing into a sale or a purchase, you don't create a new deal or copy anything: you just change the Type of the existing record, and it keeps all of its contacts, documents, key dates, tasks, and history.

1. Open the listing from Transactions (filter the type to Listing if you need to find it).
2. Change the transaction's Type from Listing to Purchase or Sale.

That's it — it's the same record, now tracked as a purchase or sale. Nothing is duplicated and nothing is lost.

Because it's one record and not two, there's no separate listing left behind. If you later need it to be a listing again — for example the deal fell through and it's going back on the market — change the Type back to Listing and set its status back to an active listing status. See Cancelling or Closing a Transaction for the full "deal fell through" flow.

Tips

• Use transaction filters instead of looking for a separate Listings page.
• Use checklists and required document lists that are built for listing workflows.
• Keep listing documents and disclosure packages in the same Documents tab as the rest of the transaction files.