How to Leave a Transaction

Leaving so soon?

If you no longer want to be part of a transaction or receive notifications,  you can now remove yourself from that transaction.  Keep in mind, you will no longer have access after you leave. 

HubSpot Video

 

1.  Select the transaction you'd like to leave from the list. 

Transactions List

2. Navigate to the 'Team' tab in the Transaction. 

team-1

3. Select 'Leave Transaction' from the actions panel on the right. 

leave transaction

4. Confirm that you do want to leave. 

Leave2

 

You can be added back at any time by another member of the transaction or by contact support@transactly.com.