Transactions (TransactionDesk Edition) – Create Transactions

***This webinar will be taught by the vendor and is not for CE credit***

This Fundamentals session will show you how to create and manage a Transaction.

Topics covered include:

1. Create a Transaction
2. How to add Contacts
3. How to add Forms & Documents
4. How to create a Checklist & Tasks
5. Transaction Navigation Bar

If you’d like custom training from LoneWolf on a topic that is not covered in this class, click here to to request a custom training session.