Brokermint allows you to be more flexible with incoming offers and transactions. From now on, you can set a pre-listing status for your transactions when creating new or editing existing ones. Moreover, the new pre-listing status will also appear in the view settings and custom report filters.
Currently, Brokermint transactions can have the following statuses assigned:
How do I set a pre-listing transaction status?
To set a transaction status, within the needed transaction, select edit > switch to pre-listing.
When creating a new transaction, the pre-listing option will appear in the status dropdown.
How do I filter pre-listing status in a custom report?
- Open a needed report and click Configure at the bottom top
- In an opened window, select add filter > Status
- Within a new Status filter, select options > pre-listing
If you're creating a report, the configuration window above will appear by default.
Pre-listing roles and fields
You can also assign a specific transaction role or a field to a pre-listing status. For a role, go to Fields > Transaction roles > Add role. Within the window, select required > only when... > transaction status: pre-listing.
For a custom field, go to Fields > Transaction fields > Add field. Within the window, select required > when transaction status becomes ... > pre-listing.