Introduction to Deals for Agents

Follow

Contents

  1. Viewing Deals
  2. Adding Deals

Deals are the way Zipi helps both your broker and you track performance and financial transactions in Zipi.

📔First, note that deals are managed on your broker’s account, not your My Business account.

To view all your deals:

  1. Change from your Zipi My Business profile to your Broker’s Account using the organization selector at the top of the screen.

 

    2. Click the Deals tab.

    3. Create a Deal board.

To learn how to create a deal board, read the tutorial here: How to Create a Deal Board

There are two primary ways to add deals are either manually, or through one of our integrations partners dotloop or SkySlope.

Next: Viewing and Paying Bills with Zipi

Comments

0 comments
Please sign in to leave a comment.