Transactions

Transactions

• How to Add or Create a Transaction
• How to Change or Update the Stage of a Transaction

Transaction Types

• How to Customize a Transaction Type
• How to Add More Dates to the Key Contract Dates

Transaction Plans

• What is Transactions Management
• How to Automate your Communication with Transaction Plans
• How to Create Transaction Plans
• How to Edit a Transaction Plan
• How to Assign Transaction Task Reminders to Team Members