To start a transaction:
Select the Transact tab.
From there you can select the Actions Drop down and select "Add Transaction"
Or simply select the + symbol.
Next Select the Category for your transaction
Select the transaction type
Determine the phase where would you like to start the transaction (Start, Showing, etc).
Select the party you represent (Seller/Buyer)
Next hit "+ Select Client"
Enter your client's contact information.
Confirm and Save by clicking the Create New Transaction button.
Be advised, that once a transaction has been started, you will be unable to change the category, type or the party represented.