How to Create a TransactionDesk Transaction in PBGO 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. Once connected you can then create a transaction in PBGO for TransactionDesk. Follow the steps below to complete that process.
Note: To connect TransactionDesk, you must have an active TransactionDesk account. Click here to learn more about TransactionDesk and create an account.
Once the integration with TransactionDesk has been completed, you'll have a couple of ways to create a transaction. You can do it via the Contacts, Listings, Transactions sections, or the Quick Action menu.
- Contacts: Locate the contact, type in the address that's associated with the transaction, select buying or selling and create the transaction:
- Listings: Locate the listing, type in the contact name that's associated with the transaction, select buying or selling, and create the transaction:
- Transactions: Click on Create then type in the property address, and contact name, and select buying or selling then create the transaction:
Once the transaction is created, you can click the address and it will open the transaction within TransactionDesk!
Done! You have now created a transaction within TransactionDesk!