DECEMBER 2022

12/06 Tips, Tricks, Troubleshoot #1

02:40 – Adding field sample (Home Inspection Day)

04:00 – Create a sample Intake form

17:40 – Adding sample merge field to an Email Template

28:00 – Property table

31:15 – Pin Tasks (Priority Triggers)

37:20– Multiple field groups

42:00 – Intake Form Trigger

49:00 – One Sheet

01:01:08 – Default settings (Global settings)

12/13 Tips, Tricks, Troubleshoot #2

00:45 – Property Documents (drag & drop files to upload)

04:30 – What is the difference between form condition and form trigger?

10:50 – Adding Form Triggers

15:10 – Property Table (Segments & Color coding of Fields)

23:13 – Do you need an Intake Form to set conditions?

25:00 – How do you start building out your intake form?

29:50 – Setting up Intake Form Fields

52:50 – Is it better to have Stacked/Radio Buttons on our Fields?

58:00– Text Area Field for additional details/notes in Intake Form

01:07:12 – How do I get my agents use Portal?

01:13:22 – How do you get your agent to submit a TC request?

01:18:40 – Can my team access emails in OTC?

1:25:16 – Syncing emails into transactions

12/21 Tips, Tricks, Troubleshoot #3 Part 1

05:00 – Easiest way to setup fields with the TCO Tool kit

19:00 – How do Webhooks work?

22:00 – Priority in fields

27:20 – Task Reminder/Priority

41:50 – How to get to your Property Triggers

43:00 – Using the Task Pipeline for specific tasks

48:50 – Intake form Conditions & Triggers (HOA)

58:15 – What to put in the Details section (Intake form triggers)

01:00:00 – Execute When : Submitted (by agent) or Approved (Internally)

12/21 Tips, Tricks, Troubleshoot #3 Part 2

00:30 – TC Approval Process explained

06:50 – Best practices on Tasks Templates

11:20 – Dump & Organize your Tasks

27:40 – Importing Task Templates

31:20 – Setting date contingency in bulk

34:00 – Best practices for those with humongous tasks list that aren’t split up or categorized

42:40 – Recurring Tasks

12/29 Tips, Tricks, Troubleshoot  #4

01:00 – Calvert’s issue on adding a property manually
12:40 – Adding dummy files in OTC
17:00 – Field Options (Multiple Select)
36:30 – What emails can we use Smartblocks for?
40:10 – OTC Calendar Invitations
48:00 – TC Optimize Field Groups
01:00:10 – Kayli’s experience with OTC
01:15:30 – Kayli’s Smartblocks
01:29:00 – View/Edit Smartblocks within an Email Template
01:32:00 – Continuation on Kayli’s Smartblocks
01:37:30 – Debbie & Genny’s Structure
01:47:00 – Group Discussion