Transactions (TransactionDesk Edition) – Create Templates

***This webinar will be taught by the vendor and is not for CE credit***

This Fundamentals session will show you how to create and use Checklists & Templates.
Topics covered include:
1. How to setup a Checklist
2. How to add Manual & Automated Tasks
3. Create Template
4. How to add Forms & Documents to a Template
5. How to add Checklist to a Template
6. How to add a Template to a new Transaction
7. How to add a Template to an existing Transaction
If you’d like custom training from LoneWolf on a topic that is not covered in this class, click here to to request a custom training session.

Date

Jul 25 2023
Expired!

Time

2:00 pm - 3:00 pm

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Location

GoToWebinar
Online - Virtual class

Organizer

Lonewolf
Phone
1(866)279-9653

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