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TransactionDesk Basic Essentials: Starting Point

January 13 2020

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Monday, January 20, 2020 at 9:00 AM PST

A perfect starting point, especially for those new to TransactionDesk. Come learn the best time-saving tips and tricks from one of our top trainers!

In this webinar, you will learn how to:

  • How to access your TransactionDesk® account
  • Navigation Bar
  • Dashboard Views/Understanding the Wizard
  • Customizing your Dashboard
  • Creating a Template
  • Creating a Transaction and Applying a Template
  • Adding Documents to a Transaction
  • Form Tools

Register now!