How do I convert a contact into a Transaction?

Congratulations on landing a new transaction with a repeat client! To turn a contact into a transaction, complete the following:

1. Click on the drop down in the upper left hand corner.
2. Click on Contacts under CRM.
3. Click on the contact's name.
4. Click Create a Transaction.

Be sure to upload any documents and add a much information as possible. Remember, you can update Update Transactions Via Email.

Updated on: 10/23/2019