All Collections
Packages
Pause or Cancel a Transaction Package
Pause or Cancel a Transaction Package

How to pause a package for a real estate transaction that hits a snag, falls out of contract, or gets delayed.

Nate avatar
Written by Nate
Updated over a week ago

There are options to pause or cancel your transaction package. We know that not every transaction runs smoothly and the Client Giant system is set up well for this.

Pausing a package is ideal when your clients will be continuing to buy or sell, even if it's a different property. This is ideal so a brand new package isn't purchased, sending your clients duplicate gifts they already received.

Should anything happen during the middle of a transaction and things don't go as planned, you can press pause or cancel at any time. The odds are your buyer is going to find a different property to purchase or your seller will find another buyer. If you press pause and resume at a later time, all the gifts they've already received still make sense and the package touches can pick up right where they left off.

To pause a transaction:

  1. Click TRANSACTIONS in the left column.

  2. Select the client you wish to pause for.

  3. Click PAUSE.

Canceling a package is ideal when things end completely and you know you will no longer be working with that client anymore. You can click cancel and your account will be credited for all the items that were never sent.

To cancel a package:

  1. Click TRANSACTIONS in the left column.

  2. Select the client you wish to cancel for.

  3. Scroll to the bottom of the page and click CANCEL

Did this answer your question?