This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.
#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.
Logging in and Accessing Areas of Help
Customizing the Dashboard
Tour of the Platform and Navigation Bar
Forms Library and Documents
Establishing Settings/Branding
Setting up Notifications
#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction.
Transaction Navigation Bar
Create a Transaction
How to add Contacts
How to add Forms & Documents
How to create a Checklist & Tasks
#3: CHECKLISTS & TASKS
This section will show you how to create and manage Checklists & Tasks.
Create a Checklist Template (Superusers)
Set Dates & Assignees
Attaching Documents for Broker Review
Completing Items from the Tasks Widgets
#4: TEAMS/SHARING
This section will demonstrate how to add a team and/or share a transaction.
#5: LINKED APPLICATIONS
Describes how to download, install, and activate the TransactionDesk App on a mobile device.