Free Masterclass - Mastering and Running Deals Effectively with AIQ Task Workflows

Webinar
Written By Lauren Martin

April 5 2023 • Webinar

Free Tasks Masterclass Rewatch

AnthemIQ Chief Product Officer, Lauren Martin, teaches you the simple and effective ways in which taking advantage of AIQ's workflow and tasks tools can completely streamline your deal process and save you time.

Highlights

  • Webinar Welcome - 0:00

  • Introduction to AnthemIQ  – 0:40

  • Overview of Topics for Masterclass  – 1:25

  • Why Task Management is Crucial to Brokerage Ops - 2:00

  • How to Audit Your Workflows for Success - 3:50

  • Building Out Your 1st Task Workflow in TransactIQ - 6:15

  • Strategies to Help With Adoption Across Your Team - 14:50

  • Creating Tasks and Tasks Feature Demo - 19:45

Lauren Martin
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