Go to the Transactions menu along the top navigation bar. Determine which Transaction type you would like to create (Sale or Offer).
To start, select Create New.
For each type, proceed by filling in the relevant information:
- Transaction ID
- Contact(s)
- Date(s)
- Details
- Notes
- Attachments
- Tags
Then, add your Objects. Once you add an Object to a Transaction, you will be prompted with the option to Edit Price and add any additional Notes. For a Sale Transaction, you may also add additional Costs or Discounts to each individual Object, or to the Offer Transaction as a whole.
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