Docusign | Training | Your First Transaction | Keller Williams | Command | Opportunity

In case you missed my live training on April 9. We will go through adding a contact in command, starting an opportunity from that contact record. Picking a listing checklist, the documents in the different folders, starting a transaction in docusign from an opportunity, adding documents to a room in docusign, filling out documents in the room, sending documents for signatures in an envelope, and finally adding signed documents into command and submitting those to your market center for compliance.

Reach out to Bren
@BrenDBrewer on twitter
Email [email protected]


Bren Brewer is the Keller Williams Premier Technology Trainer. She is a real estate agent serving NorthWest Harris County and the surrounding areas including Cypress, Katy, Tomball, Magnolia, Hockley, Pinehurst and more.

BrenBrewer.kw.com
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