How to add your buyer or seller to relay® KBA-01344
Description
The Transaction Contacts section in relay® allows you to store your clients contact information and/or import the contact information into a transaction.
Solution
Follow the steps below:
Step 1:
Open your transaction, and click on the Transaction Contacts button:
Step 2:
Click on Add Seller or Add Buyer to create a new entry or click on the pencil icon next to a contact that already exists
The Add Buyer button will only be available if the Transaction Status is Post-Contract:
If you do not see the Add Buyer button, then please refer to Knowledge Base Article KBA-01345.
Step 3:
Check the box marked Create Account, then choose whether or not you wish the contact to have the ability to upload documents or add notes to the transaction and place a check in the boxes that apply. If you wish to save this contact as a relay® contact, put a check mark in the Add to relay® Contacts checkbox.
Then fill out the contact information and click on the Submit button to save the Contact:
Your client automatically receives a personalized "Welcome to relay®" e-mail at his or her primary e-mail address.
