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TransactionsOverview

Transactions

Transactions (/dashboard/transactions) is where a deal comes together. Group everything for a sale — the vehicle, the customer, documents, and tasks — and move it through your stages from first interest to delivered.

The Transactions list, showing deals and their current stage
The Transactions list, showing deals and their current stage

What you can do

  • Create a transaction for a deal and attach the vehicle and customer.
  • Work through checklists so nothing gets missed.
  • Fill and send forms/documents for signature.
  • Route items for approval where your process needs a sign-off.

Settings

Brand admins can tailor the stages and checklists under Settings → Transaction Settings. See Settings & Billing.

This is an overview. Add step-by-step articles as .mdx files in content/transactions/ (for example “Creating a transaction” or “Working with checklists”) and list them in content/transactions/_meta.js.

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