How do I convert a lead into a Transaction?

Congratulations on your new transaction! To convert a lead so you can get started:

1. Click the drop down in the upper left hand corner.
2. Click on Leads under CRM.
3. Click on the name of the lead.
4. Click Create Transaction.

Be sure to add as much information and any documents that you can. Remember, you can Update Transactions Via Email after they are created.

Updated on: 10/24/2019