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Approve Reservations and Track Commissions in Housing Market CRM

Tutorial 138 of 181 · 52 s

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Reservations in Housing Market CRM are how a developer runs the sale of each unit: an agent or a buyer requests a hold, you approve or decline it before the timer runs out, record the deposit, and mark the unit sold. A unit sold through an agent creates a commission you then approve and mark paid. This tutorial takes one reservation from hold to sale and settles its commission.

In this tutorial you will learn

  • How the hold timer works
  • How to approve or decline a reservation
  • How to record a deposit and mark a unit sold
  • How to approve and mark an agent's commission paid

Follow along: the steps

  1. Open Reservations in a project.
  2. Housing Market collects no money. This is your record.
  3. The timer: decide before it runs out.
  4. Click Approve.
  5. Confirm with Approve reservation.
  6. Record deposit when the buyer pays you.
  7. Then Mark as sold, with the final price.
  8. Open Commissions.
  9. One per unit sold through an agent. You pay them yourself.
  10. Approve, then Mark as paid — both sides see it.