Updating Trades
How to note developments in your Trade after it's built
Updating Trades
Once you’ve built a Trade, you can update it to reflect real-world developments or changes.
How to update a Trade
To edit a Milestone, navigate to the Trades tab, then click on the blue Trade ID link of your desired Trade. There, you will see a list of the Trade's Milestones.
Next, click on the title of the Milestone you want to update. You will see this popup window:
Click on "Updates" at the top of the popup, then click "+ Milestone Updates" (see below).
Next, you'll enter the update information:
- Activity Title: title the activity using whatever terminology you use in your business to describe that activity
- Activity Details: details can include any notes you want but commonly include what actually happened, any changes to the plan, or any other notes that you would like to include
- Attach files: attach any files relevant to the milestone. Files can be receipts, proof of various activities, emails, or any communication relevant to the milestone.
All information and attached documentation from the update is accessible under its corresponding milestone and/or by clicking the Files tab.
*If your trade is supervised, a KLEAR team member may request that you upload certain documents as updates in this section. Learn the difference between supervised and unsupervised trades here.