Welcome - How to Get Started
COURSE: (Re)Setup Your Foundations
REPLAYS: Group Coaching
REPLAYS: Member Audits
OTC Overviews & Resources
Global Settings
System Fields and Filters
All About Contacts
All About Templates
Docs & Document Templates
Emailing & Email Templates
Tasks & Task Templates
Date Templates
Property Table
Intake Forms
Smart Blocks & Groups
Team, Agent, & Client
OTC/Twilio Phone Number
Apps & APIs
Basic Setup Videos
X Phase 2 Setup
LAUNCHED! Course
OTC Support Content
Overviews
TCO’s OTC Walkthrough
00:00 – Intro
00:25 – Properties Table Walkthrough
04:20 – Smartblocks/Smart Groups Functionality
07:05 – Intake Forms
09:00 – Intake Forms – How it works
16:55 – View/Approve Submitted Intake Form
20:45 – View/Approve Submitted Intake Form : Customize Defaults and Settings
24:20 – Transaction View
25:50 – How Triggers Work
34:30 – OTC Tabs Walkthrough
