Friday, March 12, 2021 at 9:00 AM PST
New to Transactions? This learning path will have you closing DEALS in no time.
- Defining Transaction Management
- Create a New Template containing a Basic Checklist
- Add Template to a new Transaction
- Explore Transaction Summary Transaction Management Functionality
- Explore the Agent Dashboard/populate graphs
- Display and discuss Transaction History and Recent Activities
- Transactions (zipForm Edition) Guided Help
Register now!