View Transactions
You can perform a basic or advanced search for a transaction in TotalBrokerage here. You can also view your transactions. To perform a basic search, click...
Wed, Aug 7, 2024 at 4:31 PM
1) In the left sidebar, go to Transactions → View Transactions 2) Select Actions on the top right and click + Create Transaction. Alternative...
Fri, Mar 10, 2023 at 2:02 PM
To export your transactions’ activities to a CSV, from your dashboard go to “Transactions”, then “View Transactions.” Click on the “Actions” button...
Fri, Apr 24, 2020 at 11:37 AM
You can reassign all of your transactions to a new agent at once. Note that this will reassign ALL of your transactions, regardless of who they are assigne...
Mon, Apr 6, 2020 at 9:51 AM