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Creating & Managing Transactions

Creating & Managing Transactions

Learn how to create transactions, document templates for transactions and utilize other

8 articles
Rosann Pilapil avatarK
Written by Rosann Pilapil and Kora Gilman

Seller Not Receiving Invite to Complete Disclosures

Make sure sellers don't use the same email address on a transaction.
Rosann Pilapil avatar
Written by Rosann Pilapil. Updated over a week ago

How to Create a New Transaction with the Glide App

Maximize opportunities with your mobile device.
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Written by Kora Gilman. Updated over a week ago

How to Manage Your Contacts, Parties and Address Book

Add and update contacts, team members, and clients.
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Written by Kora Gilman. Updated over a week ago

How to Review and Download the Transaction Activity Log

Track transaction forms, communication, and changes.
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Written by Kora Gilman. Updated over a week ago

How to Create a Purchase Transaction

Quickly add purchase properties to your Transactions page.
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Written by Kora Gilman. Updated over a week ago

How to Set Up a Listing Transaction

Quickly add properties to your Transactions page.
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Written by Kora Gilman. Updated over a week ago

How to Apply a Template to a Transaction

Save time by eliminating routine transaction management tasks.
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Written by Kora Gilman. Updated over a week ago

How To Delete A Transaction

Glide allows you to archive transactions to keep active and inactive transactions better organized
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Written by Kora Gilman. Updated over a week ago