How an Agent Connects PBGO with TransactionDesk Follow
Connect Propertybase Go with TransactionDesk! Track and manage all transaction information and activities, from listing to close, with TransactionDesk.
You can connect PBGO with TransactionDesk in the Transactions section of your account. Follow the directions below to learn how to connect with TransactionDesk:
Note: To connect TransactionDesk, you must have an active TransactionDesk account. Click here to learn more about TransactionDesk and create an account.
Step 1: The Broker or Admin of the account must decide which Transaction platform they want to connect with. Once they've connected to TransactionDesk then the Transactions tab will appear for all agents. If that has been done, click the Transactions tab. If that has not, reach out to your broker/admin to have them set it up for the account.
Step 2: Once on the Transactions tab, click the link to Sync with Lone Wolf Transactions (TransactionDesk Edition)
Step 3: Use your TransactionDesk login credentials to sign in, and then Accept when the permission is requested.
Step 4: The Transaction page will now display as it does below:
Done! You are now connected to TransactionDesk via PBGO!
Click here to learn How to Create a TransactionDesk Transaction within PBGO!