You can now designate a Primary Agent on any transaction.

For coordinators managing deals across multiple agents, this makes it easy to see who owns each transaction at a glance. A "Primary Agent" column appears on your Transactions list by default, and you can filter your view by agent.

Set the Primary Agent during Step 5 of transaction creation by clicking the star icon next to any party. You can also update it anytime from the transaction page by clicking a party's name and toggling the star in the detail modal.

The Primary Agent can be a Team Member or a Transaction Party, so it works even when the agent doesn't have a seat on your team.

Learn more in our help docs