Transaction Management Fundamentals Phase 1 Session 2

Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time.  1) Defining Transaction Management 

2) Create a New Template containing a Basic Checklist  

3) Add Template to a new Transaction  

4) Explore Transaction Summary Transaction Management Functionality 

5) Explore the Agent Dashboard/populate graphs  

6) Display and discuss Transaction History and Recent Activities

 7) Transactions (zipForm Edition) 

Guided Help  This course is the second in a series of courses within the Phase I Learning Path. 

Continue on your path by also registering for:  • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals  Register Now!!!  

Go to meeting: https://global.gotowebinar.com/sjoin/4707184518634328332/164880864