Transactions (TransactionDesk Edition) Fundamentals

***This webinar will be taught by the vendor***

A perfect starting point, especially for those new to Transactions (TransactionDesk Edition). Come learn the best time-saving tips and tricks from one of our top trainers!

In this webinar, you will learn how to:

• Logging in and Accessing Areas of Help

• Customizing the Dashboard

• Tour of the Platform and Navigation Bar

• Customizing your Dashboard

• Creating a Transaction

• Introduction to The Wizard

• Understanding Form Tools

• Using Contacts

• Establishing Settings/Branding

• Creating and Applying Templates

• Leveraging the Document to Transaction Feature