Open the
Add Closing form.
How?
In the Representation section, select the party that you are representing in the transaction.
In the Closing Address section, you have a number of options:
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If you are creating a closing for an existing 8i listing record, select the listing from the Create Closing from a Listing drop-down and skip down to step 5.
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If the seller is an existing contact but you haven't created a listing, use the Contacts Look-up to find the contact and drag and drop the desired property into the Closing Address section. Skip down to step 5.
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If you are creating the closing record entirely from scratch, enter the property address information and move on to step 4.
In the Seller section, enter the seller's full name and primary contact method (if applicable).
In the Buyer section, enter the buyer's full name and primary contact method.
Note: When you manually enter buyer and seller details, you have the option of excluding the entries from your contact database. If you leave the Do not show this contact in my list of contacts check box cleared, the buyer and seller contact information will automatically be added as entries in your contact database when you create the closing record.
Select the Status for the closing.
If you are part of a team or partnership account, you can select the closing's agents. Select the listing and selling agents from the drop-downs.
Select a Closing Plan from the drop-down to ensure that no steps are missed in the course of the closing.
Once you have added all the required fields, you have two options:
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To save the closing and return to the Closings summary screen, click the Add Closing button.
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To save the closing and open its Closing Record, click the Save & Add More Details button.