Webinars

This includes our Feature Releases, Onboarding Workshops, Workshop Wednesdays, and other miscellaneous webinars.

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29 articles in this collection
Written by Rain and Kristina Patten
Workshop Wednesdays

Workshop Wednesday - August 3, 2022

This week we discuss teams & team members, adding dates to an API calendar, auto send an email, contact tables & segments, and file storage.
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Written by Kristina Patten
Updated this week

Workshop Wednesday - July 27, 2022

This week we go over troubleshooting intake forms & triggers, setting up agent & client portals, and conditions in smart blocks & triggers.
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Written by Kristina Patten
Updated over a week ago

Workshop Wednesday - July 20, 2022

This workshop goes over global settings, intake form triggers, documents (buttons, notes, file roles, splitting), and sorting fields.
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Written by Kristina Patten
Updated over a week ago

Workshop Wednesday - July 13, 2022

This workshop goes over team roles, intake form fields, contacts, priorities, smart blocks, one-sheets, file & contact roles, and tasks.
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Written by Kristina Patten
Updated over a week ago

Workshop Wednesday - June 29, 2022

In this workshop, we go over the difference between merge fields & smart blocks and how to filter transactions using tables & segments.
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Written by Kristina Patten
Updated over a week ago

Workshop Wednesday - June 22, 2022

In this workshop, we go over calculating dates for a transaction, notes, triggers vs tasks, emailing contact roles, and other topics.
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Written by Kristina Patten
Updated over a week ago

Workshop Wednesday - June 15, 2022

In this workshop, we discuss intake form triggers, documents & file roles, default organization settings, trigger statuses, and field editor
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Written by Kristina Patten
Updated over a week ago

Workshop Wednesday - June 8, 2022

In this Workshop, we go over the task pipeline, tasks w/triggers, contacts, tables & segments, Marketplace, and other miscellaneous topics.
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Written by Kristina Patten
Updated over a week ago

Workshop Wednesday - June 1, 2022

In this Workshop, we go over documents, file roles, intake forms, and triggers.
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Written by Kristina Patten
Updated over a week ago