Getting Started Video Series

Beginner's guides to setting up your OTC account with videos and walkthroughs.

37 articles in this collection
Written by Rain

Product Tour

Open to Close System Overview

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Updated over a week ago

Follow Up Boss Set Up

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Updated over a week ago

Getting Started 101

Onboarding Steps and Dashboard Widget Overview

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Updated over a week ago

Welcome (Intro)

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Updated over a week ago

Creating a New Property Transaction

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Updated over a week ago

Templates Overview

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Updated over a week ago

Email Templates

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Updated over a week ago

Document Templates

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Updated over a week ago

Task Templates

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Updated over a week ago

Date Templates

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Updated over a week ago

Field Templates

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Updated over a week ago

Property Templates

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Updated over a week ago

Create a Property with Templates

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Updated over a week ago

Getting Started 201: Managing Transactions

Managing Transactions

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Updated over a week ago

Managing Transaction Fields

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Updated over a week ago

Creating Custom Fields

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Updated over a week ago

Managing Emails

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Updated over a week ago

Assigning and Creating Contacts

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Updated over a week ago

Assigning Contact Roles

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Updated over a week ago

Managing Documents

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Updated over a week ago

Assigning Document File Roles

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Updated over a week ago

Splitting and Merging Documents

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Updated over a week ago

Managing Tasks

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Updated over a week ago

Manually Creating a One Sheet

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Updated over a week ago

Creating One Sheet Templates

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Updated over a week ago

Date Contingency Options

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Updated over a week ago

Adding Dates to API Calendar

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Updated over a week ago

Text Messaging and Phone Numbers

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Updated over a week ago

Health Bar Queue

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Updated over a week ago

Wrapping Up

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Updated over a week ago

Getting Started 301: Leveling Up

Contact Table

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Updated over a week ago

Follow Up Boss Connection and Content Sync

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Updated over a week ago

Follow Up Boss Contact Widget

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Updated over a week ago

Follow Up Boss Deal Sync

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Updated over a week ago

Property Table

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Updated over a week ago

Smart Blocks and Smart Block Groups

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Updated over a week ago

Task Pipeline

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Updated over a week ago