Editing transactions
After the transaction has been created you can always edit the information by selecting Edit under the edit link within an appropriate transaction. If you have been given access to close, cancel or delete a transaction you can do this under the edit link as well.
Deleting transactions
If you want to delete your transaction, please note that this action is irreversible. All transaction assets, including documents, offers, checklists, and activity, will be permanently deleted.
Closing transactions
Within the transaction, click edit > Close transaction
In the pop-up modal window, you'll have an option to void remaining checklist items, which includes three options:
Reject all documents currently pending approval
Approve all documents currently pending approval
Do not change all documents currently pending approval
Re-opening transactions
You can re-open a closed transaction by clicking the edit link within an appropriate transaction and selecting the Re-open from the drop-down list.
How to enable the required permission?
If you are not seeing the required option within your transaction that means that your user configuration does not have the right to perform this change and the corresponding permission should be enabled for you. This can be done by navigating to the Permissions section of the required user under the Users tab and clicking adjust permissions. After checking the needed permissions, click Save.
If you do not have access to the Users section, please contact your account administrator and request to enable the respective permission for your user.
How do I cancel a transaction?
Within the transaction, click edit > Cancel tranasction
In the popped-up modal window, you'll have an option to void remaining checklist items, which includes three options:
Reject all documents currently pending approval
Approve all documents currently pending approval
Do not change all documents currently pending approval
If the "Cancel" option is not available please contact your account administrator and request to enable this permission for your user.
You can pull the Canceled sales report if you have access to the Reports section and also change your filter on the transactions page to view Closed & Cancelled transactions.
