October 11, 2021 10:00am - 11:00am
Class #1- Using Transactions (zipForm Edition)?
This learning path will have you closing DEALS in no time.
1) Defining Transaction Management
2) Create a New Template containing a Basic Checklist
3) Add Template to a new Transaction
4) Explore Transaction Summary Transaction Management Functionality
5) Explore the Agent Dashboard/populate graphs
6) Display and discuss Transaction History and Recent Activities
7) Transactions (zipForm Edition) Guided Help
This course is the second in a series of courses within the Phase I Learning Path.