Transactions (TransactionDesk Edition) – Create Transactions
***This webinar will be taught by the vendor and is not for CE credit***
This Fundamentals session will show you how to create and manage a Transaction.
Topics covered include:
1. Create a Transaction
2. How to add Contacts
3. How to add Forms & Documents
4. How to create a Checklist & Tasks
5. Transaction Navigation Bar
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 26 2023
- Expired!
Time
- 2:00 pm - 3:00 pm