Transactions

Record a production or deal event on the prospect (for teams that track transactions alongside recruiting).

Path: Prospect Details → Activity → Transaction

Log a transaction

1. Open the prospect.
2. In Activity, add a Transaction.
3. Fill the amount and other fields your account uses.
4. Save. It appears on the timeline.

Reporting

Reporting → Transactions shows transaction metrics for the selected date range and filters.

Coaching TCF Metrics is a separate weekly entry flow on the Coaching page; it does not replace logging transactions here.