Convert a Lead to a Transaction

You can convert your Buy and Sell leads to transaction directly in ShortTrack.  Navigate to Leads using the left side menu.  Open the Lead details in the pane by clicking a name.  

On the Lead tab of the pane, scroll to the bottom and click Convert to Transaction.  

Our converted lead is now a transaction. 

The lead is the first contact on the Transaction People list in the new transaction; ready to be assigned a role or added to a team. 

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