The Abundance Group

New Transaction Intake

Create a Client Transaction record with contract terms, critical dates, and transaction partners.

View Transactions Database

Transaction Setup

Define the side, type, and ownership of this transaction.

Transaction ID*

System of record identifier. Standard format is TAG-YYYY-####.

Transaction Side*

Transaction Type*

Transaction Status*

Assigned Agent / Owner*

Internal agent responsible for this file & the record owner in the database.

Contract / Binding Agreement Date*

Date the contract became binding.

Followers

Additional team members to follow this transaction. Their GoHighLevel User IDs are stored as native record followers (the Assigned Agent / Owner is added automatically and excluded here).