1 · Upload PropNex "My Transactions" exports
Upload every agent's monthly export together, tag each file with its agent, and mark Kenneth's export as the cobroke reference. Deals are matched to CRM leads by the Exercise Date the serving agent recorded (and by Transaction No once a deal has been imported before). The export’s OTP/TA Date is the date the option was exercised — the import compares it to the lead’s Exercise Date and never writes a date back.
Drop .xlsx files here, or tap to choose
PropNex "My Transactions" exports · several files at once is fine
Commissions by month
Every Private & HDB deal side with a Commission Amount recorded (the figure the monthly submission import fills in), grouped by the month the option was exercised. Buy and Sell sides of one deal count separately. Read-only.
Exercise dates by month
Every Private & HDB deal side whose Exercise Date falls in the chosen month, across all agents — for matching by hand when the import couldn’t. Read-only; nothing here writes to a lead.