• From: Canada, Ontario
  • Registered: 03/06/2019
  • Posts: 2

Topic: FA for real estate transactions

I am new to FA.

any ready modules or ideas how to make FA work with a real estate transaction.


Where can i add a "deal" for example purchase of property then accept deposit on it (if one exists). Connect transaction with a contact card.

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,089

Re: FA for real estate transactions

Rudimentary contacts CRM is available in FA. Create each customer and edit it to add contacts. Also look at pre-paid transactions, advances and allocations on billing.

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