Overview
When deals sync from Follow Up Boss, they may be missing information needed for accurate ClarityNOW reporting. These incomplete deals need to be edited to fill in the gaps.
Steps
- Log in to your ClarityNOW portal
- Click Portal Dashboard
- Click Listings or Transactions on the left sidebar (depending on whether the deal is a listing or buyer transaction)
- You will see incomplete deals highlighted in red
- Click the blue Actions button
- Click Edit
- Add any missing information to complete the deal
- Click Submit
Important
If you click Edit and submit without filling in any information, the deal will be removed from the incomplete list but will still be missing data needed for accurate reporting. Always fill in the required fields before submitting.