Transactions Overview

View your past won (completed) and lost (archived) deals

1. Header: filter by year or deal type.

2. Top bar: edit deal types, view goals, export deals, log a past transaction.

3. Search bar: find a transaction using contact name, address, or other deal attribute.

4. Top row: column names for the main pane. Click any column to sort deals by that field.

5. Main pane: transaction status, close or archive date, client information, and basic deal information.