Linked Contact

In order to get credit for a sale in the Widgets and have your numbers be reflected accurately here...

 

You have to add yourself as the Buyer or Seller Agent in the People Tab of the Transaction here...

 

 

 

But when you add yourself as the agent you have to make sure the contact you use there is the Linked Contact. You set that up in Settings, Users and Permissions...

 

 

NOTE: When you start keying in a name to find your contact record to link to, if you have yourself in there more than once, you can't tell which one to Link to. So, don't have yourself in your database more than once by the same name OK.

 

Also - you can see who your linked contact is when you are displaying contact records because there is a little People icon next to it like this...

 

 

So now when you are adding yourself as the Buyer or Seller agent, all you have to do is drag your linked contact in to the People in the appropriate slot, such as Seller Agent.

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