AFrame's core is a powerful transaction management system that allows you to keep track of your current listings, as well as buyer and seller contracts. Easily manage 1 to 100+ transactions at a time while maintaining an unmatched level of customer service. In this guide, we will walk through the easy steps of creating a transaction.
- Create > Transaction
- Enter the starting contract information and select Create to continue entering information for the transaction.
- Add transaction participants under the Participant Tab and SAVE.
Related Articles: Create A Contact - Enter Transaction Info & Contract Info.
- Add the Contract Dates under the Date Tab. (you can apply a date template for your common dates needed)
- Add a task template to help keep you on track of what needs to be completed.
- Another helpful action will be adding an attachment template for you to upload documents.
