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

Date

Sep 26 2022

Time

2:00 pm - 2:45 pm

Location

GoToWebinar
Online - Virtual class

Organizer

Lonewolf
Phone
1(866)279-9653