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zipTMS Transaction Management: Soar to the Next Level

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Monday, October 15, 2018 at 3:00 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.

  1. What is zipTMS™?
  2. Review Agent Dashboard and explain how to populate the graphs
  3. Create a New Template which includes a Checklist with set due dates
  4. Add the Template to a Transaction
  5. Explore and understand Tasks
  6. View zipForm® Plus Notifications for Tasks
  7. Display and discuss Transaction History / Recent Activities

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