Yes! It is a good idea to input your past transactions, how far back is up to you, so you can start off using the system with data. A few tips:
- Enter past transactions as "pending" first, then once you confirm all data is accurate in the downloadable report you can then change the status to "closed." Remember, when you change the status to "closed" that the Close of Escrow date will default to today's date so make sure to change to exact closing date.
- ALERT: Transaction will not be editable upon saving as "closed," so make sure everything is accurate before saving.
The myPipeline screen will default to the date range set in your commission profile (anniversary date). So if you enter past transactions and the closing date was before your default date range you'll have to adjust that date range to see everything within that range.
i.e. If your anniversary date is set as September 1, 2014, the date range in your myPipeline screen will show transactions that have closed or are scheduled to close between September 1, 2014 - August 31, 2015. So, if you have a transaction that closed on July 15, 2014 you'll have to adjust the date to see it. Don't freak out. The data was not lost.