Webinar: TransactionPlan – Checklists & Email campaigns

This webinar is going to cover basic 3 topics in a fast past webinar that is geared towards users that are new to TransactionPlan & email campaigns.  The topics are:  login & navigation to the new TransactionPlan, fundamentals of Checklists, and then we are going to wrap up by looking at two specific email campaigns:  Agent Billing email campaigns & Agent Commission notification campaigns.

TransactionPlan is an entirely new web application is included in the software subscription of all AccountTECH clients and will be replacing AT Perspective.

In this one hour webinar, we will review how to complete tasks that will be familiar to users of AT Perspective, but in this entirely new, html5 design. Attendees will see that the new design makes it much easier and faster to manage your transactions. We will also cover how to email your pdf documents into TransactionPlan as well as how to use TransactionPlan to store all your email related to your Transactions

If this webinar is appropriate for your Staff, please pass this invitation on to them so that they can attend.

Title: TransactionPlan, Checklists & Email Campaigns
Date: Friday, April 18th, 2013
Time: 12:30 PM – 1:30 PM EST

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