Store unlimited transactions:
Transaction info:
...
Similar to your physical folders, a transaction for your client stores all the files and documents associated to a specific deal. You can create multiple transactions for a single client, which lets you keep all your important files easily accessible, always.
Store unlimited transactions:
Transaction info:
Store unlimited transactions:
Transaction info:
Instructions
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...