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Transaction Management

Transaction Management

Track your deals, tasks, and proposals.

Task Templates

How to use Task Templates (Deal Tracker)

How to use Task Templates (Deal Tracker)

Filtering

What are deal filters?

How to Filter in Transaction Management?

How do you filter deals by client?

How do I use deal filters?

Custom Categories

How do I create custom fields and add custom categories?

Deal Column Configurations

What are deal column configurations?

How do I configure the columns across my deals?

Documents

How to create document folders in the site selection function

How to upload documents on the “Site Level”

Comps

What are comps?

Deal Stages

How do I use Custom Fields on Deals?

What are Deal Stages?

Creating & Editing a Deal

How To Add Custom Data

How do you know what deal belongs to which client?

Deleting a Deal

How to add and edit a deal

How to create a Proposal

Generate a proposal form

Creating a new deal

See more

Site Selection

How to add a picture on a site

How to edit a building