You can find, filter, and update transactions in the new Transactions Index.

Step 1: Start by moving to the left of your CRM and hover on the House icon

Step 2: When the window expands to say Transactions and shows all Transactions by status, choose a Status list to see all transactions in the list.

Step 3: The new view of the Index offers larger status buttons, more information columns that you can scroll right to see extra details

Use the new easy ADD options to add missing info fields without opening each transaction.

You can also FILTER In the upper-right of the list.

Clear All filters in the list to see all transactions.

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