Transactions

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Pat Quick

• 1. September 2015 15:16

What are Transactions? Where are they on the layout?
I saw a post saying instead of Quotes AE could record Transactions.

Thanks, Pat

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  Act! Team

  • 1. September 2015 15:18

  Hi Pat,

  A transaction is a type of Activity you can schedule on the Agenda. This would help keep track of any transactions that you may have made or plan on making with your contacts.

  Thank you,
  Brittany Roberts

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  Pat Quick

  • 1. September 2015 15:34

  Ah, I saw that . . . I had never used the "type" of Activity pull down menu before, right under my nose, Thanks Brittany - you are awesome.

  Pat

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