fbpx

RETECHNOLOGY PREMIUM MARKETPLACE RELATED PRODUCTS | WEBINARS | SPECIAL OFFERS

You are viewing our site as an Agent, Switch Your View:

Agent | Broker     Reset Filters to Default     Back to List

Transaction Management Advanced Features

June 29 2021

ziplogix new green logo

Tuesday, July 6, 2021 at 12:00 PM PDT

Take what you know to the next level. This webinar will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes.

  1. Review Transaction Management functionality
  2. Review Agent Dashboard and graph population
  3. Revise a previous Template to include a Checklist with due dates
  4. Create and manage new and existing Tasks via calendar, list, and board view
  5. Use Cloud Integration Features and Options
  6. View Transactions (zipForm Edition) Notifications for Tasks
  7. Review Transaction-specific Tabs 

Register now!