Help Center : How to create a closed deal where the Buyer/Tenant does not have a company

Created by TK Smith, last modified by Claudia Linquanti-Sue on Feb 14, 2023

How to enter a Buyer/Tenant on a Closed Deal, when the Buyer/Tenant does not have a company name.

Instructions

  1. On the Closed Deal ‘Contacts’ tab - select the correct Buyer/Tenant.

  2. Use the ‘Red X’ in the ‘Choose a Company’ search field to clear that field.

  3. Type in the contacts name in the ‘Choose a Company’ field (do not select a company).

  4. Select Role and click the ‘Add’ button.

 

This method will NOT create a new company record. This will only store the flat text on the deal for display on lists and reports.

Note: You can also use this method to link a contact to an existing company or a totally different company then they are linked to.

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