Transaction Management

Sparky will identify all the key transaction dates for you so that you don’t forget key deadlines. Help ensure that your transaction goes smoothly!

What is a Transaction Pipeline?
On the dashboard, the “Transaction Pipeline” report widget is a quick way to view the number of deals you have in the pipeline.  This is a simple and effect...
Tue, Jul 19, 2022 at 12:49 AM
Creating & Deleting Transactions with Fieldnotes Basics
Managing Transactions is helpful for you to keep track of your deals and keep the history of your business with your client.  To add a transaction, simply ...
Tue, Jul 19, 2022 at 1:29 AM