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Transaction Management Fundamentals

November 18 2020

lwolf no tag

Friday, November 27, 2020 at 9:00 AM PST

New to Transactions (zipForm Edition)? This webinar will have you closing deals in no time. You'll learn:

  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

Register now!