It’s time to talk about transactions! (Specifically logging them in REW CRM)
Because now that we have the Agency Accountability tool, we can now use this data to create full cycle reporting on agents…
From lead follow-up to closing.
And… (if we build this right)
We can report (by source) the ROI (on a per agent basis) on specific marketing activities such as SEO, Facebook, PPC etc. This is HUGE!
But first we need to make sure we have a good way to log the transactions
Now, luckily for us, we’ve always had transaction logging, so we have a base.
I’ll be working with @Aayaam @Rebecca @FernandoOrtiz and @Phil to map this out better though and improve the UI.
So where do we start?
The first change that needs to happen - REW Transactions are all in one modal right now (below)
We need to separate these into 3 separate transaction types “Buy” “Sell” and “Lease” (note customers should be able to change these labels which will help us in international where they call it “letting” instead of lease for example.
The reason you need to start with the transaction type is the 2nd part that matters here… and that is, each of these major types is quite different and unique. So they need their “own” set if fields.
Some might be similar (price, address etc) whereas others might be very different (listings require a listing agent, buyers a buyers agent, leases potentially a deposit and landlord name) etc.
So step 1: Make it so you have 3 separate transaction types (not just one all jumbled together)
Step 2: Stages! (custom stages)
For each of these types (only AFTER you select them) we need stages. We’ll have default stages, but customers should be able to customize the name of each stage, or add their own additional stages. They will also need to drag and drop (or set the order of these stages)
This will be helpful for roll up reporting later on.
Again, there is no “shared” anything here (each must be unique even if a duplicate) so that we don’t have any conflict or overlap.
Stages for buying for instance might be:
Apt set > Apt Met > Buyer Contract > Offers Made > Pending > Closed
And sellers might be:
Apt set > Apt Met > Seller Contract > Listed > Offers > Pending > Closed
And so on!