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Agent | Broker Reset Filters to Default Back to ListzipTMS Transaction Management: Soar to the Next Level
March 26 2020
Tuesday, March 31, 2020 at 12:00 PM PDT
Take what you know to the next level. This learning path will provide best practices in utilizing zipTMS for efficient, time-saving workflow processes.
- What is zipTMS?
- Review Agent Dashboard and explain how to populate the graphs
- Create a New Template which includes a Checklist with set due dates
- Add the Template to a Transaction
- Explore and understand Tasks
- View zipForm® Plus Notifications for Tasks
- Display and discuss Transaction History / Recent Activities
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