Dashboard 7 Introduction, Training And Support Icon & Other Icons Transaction Count & Company Information How To Create Office Announcements How To Edit Office Announcements Total Closed Transactions / Total Sales Volume By Month
Transaction Management 33 Collaboration In RBO RBO Teams Module Explained How To Create A Transaction Pre-Offer and Pre-Listing Transaction Stage Transaction Details, Reminders & Property Details
Working Documents & E-Sign 17 Working Documents E-Sign – Overview How to Fill out Docs & Prepare for e-sign How To Add A New Document Into Working Documents From Company Forms Library How To Upload A New Working Document How To Move A Document To A Folder In Working Docs
Tasks 4 Tasks Module – Overview (Agents) Tasks Module – Filters (Agents) Tasks Module – Actions Co-Agent/Team Member Can Now View All Tasks Related To The Transaction.
People 18 Collaboration In RBO RBO Teams Module Explained How To Add A Contact How To Give Full Access To Collaborators To Edit The Contact How To Add Collaborators To A Contact
Leads 19 Collaboration In RBO RBO Teams Module Explained Lead – Filters How To Add My Own Lead How To Edit Lead Contact
Opportunities 8 Collaboration In RBO RBO Teams Module Explained Opportunities Module Explained Opportunity Filters How To Add An Opportunity
Agent Tips & Tricks 2 Having Issues Saving A Transaction Into RBO – Part 1 Having Issues Saving A Transaction Into RBO – Part 2
