How to Set Up Transaction Coordinating Basics

Watch Loom Tutorial Here

How to Set Up Transaction Coordinating Basics

This video walks you through how to configure your TC automations so the right people get notified and assigned when deals move through the pipeline.

Steps:

1. Go to Automations → Open Automations → Open TC

Flipping Pipeline:

• Open Assign to Project Manager
• Remove MayCloud and assign your project manager
• Hit Save then Save in the top right
• Make sure the workflow is set to Published not Draft

Closing Pipeline:

• Open Flip Purchase — Create a Task
• Assign the task to your TC or a specific person
• Open New Deal Assignment — assign the opportunity and contact to your closing TC
• Save each action and save the workflow

New Deal Notifications:

• Find the new deal notification actions
• Replace MayCloud with whoever should be notified when a new contract comes in (owner, partners, etc.)
• If you have multiple partners, duplicate the notification action for each one and assign individually
• Hit Save after each action and Save the workflow at the top right

TC and Dispo Notifications:

• Email to TC — set to Assigned User or choose your specific TC
• Email to Dispo Assistant — choose your Dispo assistant as the specific user
• Task for Dispo Assistant — assign to your Dispo assistant so they know to start finding buyers

Closed and Funded:

• This automation triggers when a deal closes and sends a form to capture any final deal information in case anything changed