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KW Tech Essentials: DocuSign & Opportunities / Beloit
February 12 @ 11:00 am - 1:00 pm CST
Understanding DocuSign & Opportunities
- Why do I have to start in Command?
- How do I set up an Opportunity?
- Where do I find the forms for WI, IL & KWRS?
- How do I do a strikeout?
- How can I avoid manually setting up all those radio buttons on the Condition Reports???
- How can I avoid manually setting up signatures and initials?
- Should I put signers in an order or send it out to everyone at once?
- How do I pull docs in from DocuSign to Command Opportunities?
- How do I complete a Commission sheet?
Your Tech Team!!
