Your Dashboard at a Glance

Dashboard summary cards showing counts per stage, volume and commission

Your pipeline at a glance: how many transactions sit in each stage, and what they add up to.

Every time you log in, you’ll land on your dashboard — this is your transaction home screen and command center for everything happening across your business.

Starting a New Transaction

The New Transaction button in the top right

New Transaction sits in the top right of the dashboard.

In the top right corner, you’ll find the New Transaction button. This is where you’ll begin every new transaction for your buyers and sellers, so it’s the most important button on the page.

Collapsing the Sidebar

The collapse arrow appearing on the right edge of the sidebar

Hover over the edge of the sidebar and a round arrow appears. Click it to collapse the menu.

Want more screen space? Hover over the right edge of the sidebar and a small arrow appears — click it to collapse the menu. This gives you a wider view of your transaction home screen.

Understanding Transaction Stages

Transactions grouped by stage, each card showing its side and the people on it.

After you have transactions in progress, you’ll see you can organize them by stage across the top of your dashboard:

Upcoming
Active
Under contract
Pending
Closed

Below each stage, you’ll see color-coded columns with a preview of all the terms and details for that transaction.

You’ll also find dedicated views for Closed and Cancelled transactions: the first four stages appear as columns under the Current tab, and Closed and Cancelled each have a tab of their own beside it.

Searching and Filtering Transactions

The search field, side filter, date window and view switch

Search by name or address, narrow by side, and change the date window the board is showing.

Use the search bar to quickly find a specific transaction.

You can filter transactions by:

Buy Side or Listing
Stage (Upcoming, Active, Under Contract, Pending, Closed)
Date — last 7 days, all time, or a custom range
Updated date or Closing date

Tip: One of the most useful views here is your volume and commission breakdown — a great way to see your pipeline alongside what’s already closed.

Exploring the Left Sidebar

Everything the left sidebar holds, from reports through to the referral programme.

Here’s what you’ll find when you open up the left sidebar:

Menu Item	What It Does
Reports	Opens your envelope analytics
Contacts	View all contacts — upload manually, pull in from Follow Up Boss, or add new ones
Document Library	Upload your own documents, create custom ones, or access Click’s built-in library (national, state, and MLS-specific forms). Use the search bar to find anything quickly.
Clause Library	Browse Click’s clauses by state, search for a specific clause, and create, edit, or delete your own custom clauses
Settings	A menu with four pages: Account (account details, your plan and seats), Users (add users and manage their roles), Transactions (transaction settings) and Integrations (connect SkySlope and Follow Up Boss). You see only the pages your role allows; see Invite Users & Update Roles.
Resources	Access help articles and Contact Support, where you can search FAQs or submit a question directly to our team
Refer and Earn	Invite others by email or share your referral link

Staying Up to Date

Whenever we release a new feature or update, you’ll see a pop-up notification.

We also offer Product Tours you can restart whenever you’d like — just click Start and it will walk you through the platform again.

Managing Your Profile

Your own card sits at the bottom left. It opens your profile and the log-out option.

In the bottom left corner, you’ll find options to log out, and edit your profile. From your profile, you can update:

Logo/photo
Email address
Phone number
States you operate in
Connected MLSs

Have questions we didn’t cover here? Reach out through the chat box in the Resources menu — we’re happy to help!

Navigating Click Contracts