Track Your Transactions
Keep a complete history of all your closed deals and past transactions in one place. Easily track your income for the current year and review past years’ performance. Need a report? Export your transaction history anytime to stay organized and prepared.
How it Works
- Header: filter the deals list by year or deal type.
- Top buttons: log a past transaction or click the "Actions" menu button to customize deal types, view goals, or export a deal report spreadsheet (csv file).
- Search box: find a transaction by contact name, address, or other details.
- Top row: click a column header to sort the deals.
- Main pane: view the list of deal transactions for the selected year.