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How do I unverify an individual / transaction?
How do I unverify an individual / transaction?
Jessica avatar
Written by Jessica
Updated over a week ago

You no longer need to unverify an individual / company / trust...etc or a transaction.

If you have not verified the transaction, simply click on the owner record, update details, and reverify.

If you have already verified the transaction and wish to make changes, you will need to click the red 'Update Deal/Owners' button at the top-right.
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A pop-up window will appear notifying you that you are moving to the 'Current State' of the transaction where changes can be made.

Make the required changes to the owner records / transaction, and reverify.

When changes are made and the transaction re-verified, a snapshot will be taken and added to the archive drop-down at the top-right of the transaction.

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