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Transaction Management
Contacts
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Duplicates in contacts. Merging contacts and users.
Checklists
How to assign a checklist
Assigning checklists
How to add a task to the checklist
How to edit a task date
How to void a checklist
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Transactions
How to create a transaction
Buying transaction
Active buyer
Edit, close, delete and re-open transactions
Sharing transactions with the clients
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Paperwork
Assigning documents from Unsorted
How to add multiple documents to one placeholder on the checklist
How to split and merge documents
Assigning documents from Unsorted
How to delete the unsorted documents
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