Agent Full Demo
Dashboard
- 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
- Transactions with Pending Tasks
- Favorite Links & Vendors
- Collaboration In RBO
- RBO Teams Module Explained
- How To Create A Transaction
- Pre-Offer and Pre-Listing Transaction Stage
- Transaction Details, Reminders & Property Details
- Reminders for Transaction Contract Critical Due Dates
- Upload Documents To Transaction
- How To Add A Document To A Transaction & Create Transaction Folder
- How To Download Document From A Transaction
- How To Delete Document From A Transaction
- How To Download Document Certificate From A Transaction
- How To Send Back To Working Documents
- Assign Signed Documents To Transaction
- How to Add a Contact Into RBO
- How To Add A Third Party Contact In Transaction
- How To Add A Collaborator Or Co Agent
- Transaction Financials – Overview
- How To Add A Charge Item
- How To Add A Payout Item
- How To Pay A Collaborator
- Request Overview
- How To Request Escrow Letter, Commission Request, Paid At Closing Request, Commission Demand
- Transaction Tasks Overview
- How To Link Document To Transaction Task
- How To Add And Edit A Transaction Task
- How To Add A Comment To Transaction Task & View Task Logs
- All Transactions & Transaction Filters
- File Number Field and Filter
- How to Search For A Transaction By the MLS Number
- How to Narrow Down The Transactions By The Listing Expiration Date
- How To Add A Preferred Vendor To A Transaction
- How To Assign Documents To A Task
- Co-Agent/Team Member Can Now View All Tasks Related To The Transaction.
- 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
- How To Merge Documents
- Autocomplete data when filling out forms
- How to verify non completed fields by signers
- How To Make Changes To a Documents Awaiting Signatures
- How To Delete A Signer From A Document When Status is Awaiting
- Download Or Email A Copy Of A Working Document In Draft Status
- How to download Authentication Certificate
- Assign Signed Documents To Contact And Transaction
- How To Send Emails From RBO
- How To Make A Template
- How To Print Or Email A Document With Text Saved On Document
- E-sign Experience-Client Version
- Tasks Module – Overview (Agents)
- Tasks Module – Filters (Agents)
- Tasks Module – Actions
- Co-Agent/Team Member Can Now View All Tasks Related To The Transaction.
- 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
- How To Add Contact Details
- How To Add Documents To A Contact
- Contacts – Transaction And Opportunities Overview
- How To Add Action Plans To A Contact
- How To Add A Task In Contact
- How To Add A Comment To Contact Task & View Task Logs
- Co-Agent/Team Member Can View All Tasks Related To The Contact
- How To Add Contact Notes
- How To Merge A Contact
- How To Delete A Contact
- Contacts – Filters
- How to add People Tags
- Companies – Overview
- Collaboration In RBO
- RBO Teams Module Explained
- Lead – Filters
- How To Add My Own Lead
- How To Edit Lead Contact
- How To Convert A Lead Into A Contact
- How To Accept Or Decline A Lead
- How To Add Lead Details
- How to Add Lead Tags
- How To Add Documents To A Lead
- How To Add Action Plans To A Lead
- How To Add Collaborators To A Lead
- How To Give Full Access To Collaborators To Edit The Lead
- How To Add A Task In Lead
- How To Edit Lead Task
- How To Add A Comment To Lead Task & View Task Logs
- Co-Agent/Team Member Can View All Tasks Related To The Lead
- How To Add Lead Notes
- How To Discard A Lead
- Collaboration In RBO
- RBO Teams Module Explained
- Opportunities Module Explained
- Opportunity Filters
- How To Add An Opportunity
- How To Edit Or Delete An Opportunity
- How To Add A Collaborator To Opportunities
- Convert To Transaction
- Having Issues Saving A Transaction Into RBO – Part 2
- Having Issues Saving A Transaction Into RBO – Part 1
