**Working with Transaction Parties**

You can add and remove transaction parties for every property that you create in Nekst.


ADDING TRANSACTION PARTIES AT THE TIME OF LAUNCH

When creating your property for the first time, there is a 4 step process before you can begin checking off tasks. The last step, is adding those transaction parties who will be receiving email communication, SMS messages or are simply being listed for quick reference.




On the left side, you can add Transaction Parties with their corresponding role in the transaction.




ADDING TRANSACTION PARTIES FROM THE PROPERTY PAGE
For those transaction parties that you involve after launching an action plan, they can easily be added on the Property Page. Select the property of interest and on the right side navigation bar, there is a box that includes the transaction parties. Click the blue ( + ADD ) button to easily add another party.



HELPFUL HINT
When you launch a new plan, we will provide the roles in your plan that are set to receive an Email or SMS message to ensure those roles are filled for proper communication. For our Team Pro users, we will also let you know which Roles are assigned tasks for a particular action plan.





REMOVING PEOPLE
To remove people from a designated property, simply click on the red "Trash Can Icon" next to the name of the party. You will get a pop-up to confirm the removal. Removing a contact from a property does NOT remove them from the list of people in the Contacts section of Nekst.

You will be given this disclaimer to ensure that you do not delete anyone by mistake.

Updated on: 04/13/2023