Webinars

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

29 articles in this collection
Written by Rain and Kristina Patten

Onboarding Workshop

Onboarding Workshop #1: Trial & Resources

Written by Rain
Updated over a week ago

Onboarding Workshop #2: Organizational Screen & Inviting Your Team & Agents

Written by Rain
Updated over a week ago

Onboarding Workshop #3: Starting Your First Transaction

Written by Rain
Updated over a week ago

Onboarding Workshop #4: Setting Up Your Fields

Written by Rain
Updated over a week ago

Onboarding Workshop #5: Email Templates with Merge Fields, Smart Blocks, and Smart Groups

Written by Rain
Updated over a week ago

Onboarding Workshop #6: Task Management & Task Triggers

Written by Rain
Updated over a week ago

Onboarding Workshop #7: Property Trigger

Written by Rain
Updated over a week ago

Feature Releases

MoveEasy Overview

Written by Rain
Updated over a week ago

Webhooks & DocuSign (May 2022)

Written by Kristina Patten
Updated over a week ago

Trigger Pipeline

Written by Rain
Updated over a week ago

Marketplace Overview

Written by Rain
Updated over a week ago

Smart Blocks with Category

Written by Rain
Updated over a week ago

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.

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.

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.

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.

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.

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.

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

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.

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.

Written by Kristina Patten
Updated over a week ago

2021 Webinars

Email Templates, Merge Fields, and Smart Blocks (November 2021)

Written by Rain
Updated over a week ago

New Document Features (November 2021)

Written by Rain
Updated over a week ago

Tasks and Task Triggers (November 2021)

Written by Rain
Updated over a week ago

SkySlope (April 2021)

Written by Rain
Updated over a week ago

Advanced Intake Forms Session (March 2021)

Written by Rain
Updated over a week ago

Introduction to Intake Forms (February 2021)

Written by Rain
Updated over a week ago

Task Triggers 101 (February 2021)

Written by Rain
Updated over a week ago

Getting Started for New Users (February 2021)

Written by Rain
Updated over a week ago