Deals/Transactions

Deals
Path: Deals > Projections DealTracker is an accounting tool that shows you financial projections and records based on deals that you have recorde...
Mon, 15 May, 2017 at 3:04 PM
Deal Stages
You are able to create custom stages for your deals to better define their statuses/types. Click here to view how to create a new deal.  To create a dea...
Tue, 6 Jun, 2017 at 6:51 PM
Dotloop Transaction Management Integration
Path: Admin – Transactions To enable DotLoop on your Boston Logic platform first contact help@bostonlogic.com to enable the connection on your Boston Lo...
Fri, 13 Jul, 2018 at 1:52 PM
DocuSign Transaction Rooms
Path: Admin > Transactions DocuSign is an industry leading digital signature provider and their Transaction Room functionality gives the real estate ...
Wed, 6 Sep, 2017 at 10:20 AM
Setting Up Skyslope in Boston Logic
Path: Settings > Configuration > Feed and SSO > SkySlope Settings. Boston Logic now integrates with the popular Transaction Management System, ...
Thu, 1 Mar, 2018 at 9:54 AM