FAQ: How can I add a contingency to a deal that was recently added to the Transaction Management pipeline?
Answer:
Add a contingency to a deal recently added to the wholesale pipeline by following these guidelines:
Navigate to ‘Leads’ and click ‘Active Leads.’
2. Find the lead under the ‘Under Contract’ stage and click on it. The lead details page will open.
3. Under the ‘Lead Details’ tab, click "Add Contingency." A small window will open.
4. Fill out the necessary fields and hit ‘Save.’