#opentoclose
00:00 - Intro
00:52 - How would a workflow look when the transactions have both property triggers & tasks?
12:22 - I can't delete a property
13:07 - Permissions
18:00 - Strategies to use color coding
34:07 - Conditions w/ File Roles
39:35 - Exporting a property table
47:14 - Reoccurring dates doesn't update to the date they will reopen
52:51 - OTC Updates
56:09 - Outro
Workshop Wednesday - November 13, 2024
Теги
real estatetransaction coordinatortransaction managementtransaction managercontract to closeopen to closeautomationtemplatesapi calendarfollow up bossbrokermintskyslopesmart blockstriggersform conditionstasksemailscommissionnumber fieldfallback fieldfieldscrmcontact managementintake formagent portalclient portalorganizationteam membertask pipelinefile storagedocumentsfile rolecontact rolelead sourcetransactionslisting