Auto-detected Transaction Sides

Understanding Transaction Statuses

Customize Transaction Statuses

Manage Agents' Ability to Set Transaction Status to Closed, Terminated, and Expired

Creating and Using Custom Transaction Labels

Tracking Lead Sources

Optional Fields

Custom Fields

Set Default Value for Transaction Fields

Custom Formatting Help for Transaction Names

Managing Expiration Dates of Listings

Email Agents Expiring and Closing Transaction Reminders

Transaction Coversheets

Transactions List

Manage Transactions

Transaction Flags

Search A Transaction's Activity History

Create a New Offer

When to Add New Offers?

Managing New Offers

Download Individual Transactions on Demand

Designate an Agent as an Assistant on a Transaction

Download Agent's vCard

FAQ & Troubleshooting Transactions

Ways To Use Transactions