Users & Contacts

• User management
• Sub-Account Access Management
• Multiple Sub-Accounts
• Agent onboarding
• How to delete and reactivate a user

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Checklists

• Checklist templates
• Custom dates and checklists

Transactions

• How to remove brokerage from the buying or listing side
• How to edit transaction price
• Closed transactions and notifications
• How to download a transaction archive
• How to remove a contact/user from the transaction

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Documents

• Approving documents
• Custom email templates
• Email templates

Library & E-signature

• Company Library Cloud
• Forms for Admins
• eSignature Templates

Calendar

• Google Calendar integration setup