Workshop Wednesday - September 17, 2025 скачать в хорошем качестве

Workshop Wednesday - September 17, 2025

#opentoclose 00:00 – Intro 00:32 – Pre-submitted questions overview 01:21 – Adding clients to multiple syncs 02:39 – Why syncs don’t auto-connect 03:53 – Contact access in intake forms 05:09 – Public intake forms & duplicates 07:12 – Contact ownership & merging issues 09:25 – Auditing & using contact groups 10:22 – First live Q&A question 10:31 – Dual/intermediary intake form options 13:35 – Demo: Listing to under contract 16:59 – Linking properties for dual deals 18:41 – Separate vs combined properties 19:57 – Agent friction with intake forms 22:40 – Making internal vs external fields required 23:42 – Why accurate fields matter for tasks/dates 26:43 – Cloning intake forms (limitations) 26:53 – Radio button setup demo 30:41 – Creating “days” fields with dates 34:01 – Building date templates step by step 37:59 – Linking dates to each other 40:43 – Why one template per property 43:09 – Applying date templates via triggers 44:28 – Conditional date templates (loan vs cash) 46:51 – Video availability after workshops 50:30 – Intake forms, tasks, and workflows recap 52:30 – Calendar sync tips 53:30 – New layout, OTC Academy & AI tools 57:49 – Using AI for tasks, emails, and docs 59:02 – Closing & support resources