Command Your Transactions

SET UP OPPORTUNITY PIPELINES

 ⬩  Customize Opportunities

 ⬩  Customize Your Opportunity Pipelines

 ⬩  Set Up Client Updates for Your Opportunities

CREATE AND MANAGE OPPORTUNITIES

⬩  Manage Opportunities Like a Pro

 ⬩  Create an Opportunity

 ⬩  Add a Listing to an Opportunity

 ⬩  Manage Your Opportunities

 ⬩  Manage Checklists in Opportunities

 ⬩  Create and Manage Custom Folders

 ⬩  Mark an Opportunity as Lost/Archive an Opportunity

 ⬩  Restore an Archived Opportunity

CREATE, SHARE, AND MANAGE OFFERS

 ⬩  Create an Offer

 ⬩  Share and Manage Offers

COMPLIANCE AND OPPORTUNITIES

 ⬩  Prep to Get Paid: Command, Compliance, and Commissions

 ⬩  Add Compliance Documents to an Opportunity

 ⬩  Submit Compliance Documents to Your Market Center

 ⬩  Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center

 ⬩   Create a New Compliance Document Checklist Version for an Opportunity

 ⬩  Create an Outgoing Referral Opportunity

COMMISSIONS

 ⬩ Overview of Commissions Tab

 ⬩ How to Edit General Information

 ⬩ Deductions, Concessions, Bonuses and Outside Referrals

 ⬩ How to Add the MLS Fee

 ⬩ How to Subtract the MLS Fee

 ⬩ How to Split Units/Commission with Team Members

 ⬩ How to Submit the Commission and Make Corrections

 ⬩ How to do a Lease Commission

 ⬩ How to Request a Commission Revision

 ⬩ How to Terminate a Commission

DOCUSIGN

 ⬩ Create and Connect Your DocuSign Account

 ⬩ Enter and Validate Your NRDS ID

 ⬩ Create a DocuSign Room for an Opportunity

 ⬩ Access a DocuSign Room for an Opportunity

 ⬩ Sync Opportunity Details with the Connected DocuSign Room

 ⬩ Create an Envelope and Get Signatures on Forms in DocuSign

 ⬩ Correct a DocuSign Envelope

 ⬩ Set Up In-Person Signing

 ⬩ Managing Broker Signature on Forms and PDFs

 ⬩ How to Split Documents

 ⬩ Create a Static Data Form Template

 ⬩ Apply a Static Data Form Template to a Document