The Transaction Owner in reZEN should be the primary or main agent on the deal. In other words - the agent who runs point on the deal, is the main point-of-contact with the client.
- If you are an individual agent or an agent on a team and you are entering your own transaction, the Transaction Owner will be you.
- If you are a team leader or a transaction coordinator entering a transaction on behalf of a team member, be sure to change the Transaction Owner to the agent who owns the relationship with the client.
Once you enter a transaction the transaction owner cannot be changed.
Please note:
- the transaction owner can split credit and payment with other people. See: How do I add co-agents, team members, or a team lead to a deal?
- awards and recognition are based on deal participation (% of the deal shared by each participant on the deal) - the transaction owner will not automatically get 100% of the deal.
If you are a ProTeam team lead and you are NOT the primary agent on the transaction but have been added as a Transaction Owner, you may see yourself listed in the transaction "Payment Participants" section twice. No worries! We have a simple fix to ensure everyone on the transaction is paid correctly. You can learn more here: Why are there two team leaders on my deal?