Once you Archive a Transaction in ProWorks it will be removed from your Existing Transactions. It will also be removed from the ProWorks platform of any preferred vendor that had been invited into the transaction.
It is important to Archive Transactions so that your main dashboard does not get clogged up and also so that the transaction gets removed from preferred vendor platforms so that the vendor can focus on active transactions.
If you accidentally archive a transaction or would like to re-activate that transaction, follow the attached steps.
If you have questions about this process, contact Clark LaBlond through the Agent Advocate or via email at CLaBlond@cbvfl.com
Comments
0 comments
Please sign in to leave a comment.