1. Access your ClarityNOW Dashboard and select the "Transactions" tab.
2. To add a new transaction, click the "New" button and fill out all the required details. Then proceed to Step 4.
3. To edit an existing transaction, click the "Actions" button, select "Edit" and go to the "Client Information" section. Then proceed to Step 4.
4. In the "Primary Source" section, select "Database" and customize your lead source in the "Database Sub Source" field.
