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Transaction Management

Transaction Management

Track your deals, tasks, and proposals.

Task Templates

How to use Task Templates

How to use Task Templates

Filtering

How do I use deal filters?

How do you filter deals by client?

How to Filter in Transaction Management?

What are deal filters?

Custom Categories

How do I create custom fields and add custom categories?

Deal Column Configurations

How do I configure the columns across my deals?

What are deal column configurations?

Documents

How to upload documents on the “Site Level”

How to create document folders in the site selection function

Comps

What are comps?

Deal Stages

What are Deal Stages?

How do I use Custom Fields on Deals?

Creating & Editing a Deal

Creating a new deal

Generate a proposal form

How to create a Proposal

How to add and edit a deal

Deleting a Deal

How do you know what deal belongs to which client?

How To Add Custom Data

See more

Site Selection

How to edit a building

How to add a picture on a site