Step 1: Click on the Opportunities Icon
On your Command homepage, click on Opportunities in the vertical bar of icons on the left.
Step 2: Click Create Opportunity
Once in Opportunities, click Create Opportunity at the top right of the page.
Step 3: Complete Opportunity Information
In the Create Opportunity pop-up, fill in the pertinent information and then click the Create Opportunity button.
Note: You will be required to add a client from the Contacts list. If this client has not yet been added, you will need to exit out and go do so. You can find the Contacts in the vertical bar along the left side of the page.
Step 4: Access the Documents section
In the horizontal bar of options at the top of the page, to the right of Details, click on Documents.
Step 5: Start a Transaction
Under the horizontal bar of options, click on Start a Transaction.
Note: If you have dotloop and DocuSign activated for Command, you will need to FIRST choose dotloop in the dropdown to the right of Start a Transaction and THEN click on Start a Transaction.
Step 6: Select Loop Template
If you see a pop-up that says Dotloop – Start Transaction, then you need to select the applicable Template for your transaction. If you do not see this pop-up, move on to Step 7. Once you select the Template, click on “Choose Dotloop Template.”
Step 7: Go to Transaction
You now have the ability to access the loop by clicking on Go to Transaction. From here you can move forward with your transaction as needed!
