Date/Time
Date(s) - February 3, 2022
10:00 am - 11:00 am
Creating and Managing Tasks presented by Form Simplicity
Improve efficiency by creating and managing tasks, including the task list template. The Task List Template feature provides the ability to create pre-set task lists that agents can easily add to their transactions. Like the Forms Packages and Clauses features, brokers can create brokerage-wide task list templates, and agents can create their task list templates.