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  2. CRM
  3. Transactions
  4. Transaction

Transaction

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Tracks ongoing and potential transactions.

  • Commission Disbursement Authorization (CDA) Generation
  • How to Assign a Vendor, Partner, or Contact to a Transaction
  • Offer Management
  • Transaction Document Templates
  • Transaction Management Checklists
  • Transaction Management Documents
  • Transaction Management Introduction
  • Uploading Documents to Lofty

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