Lior Izik 5.18.20


Topics:
  • Marketing Hub Requests (4:00)
  • Domain Name (13:30)
  • Zoho Authentication (15:00)
  • Sub Domain (26:00)
  • Agent Thanksgiving Giveaway (34:30)
  • Contact Roles (40:00)
Recording:
Attendees:
  • Mike Acquisto
  • Lior Izik
Links:

Tasks:
Dave/Developer: Create the ability to email the following contact roles thru each of the 4 transaction layouts.  (40 minutes in to the video is where Lior explains how to do this.)
  • Otherside agent
  • Opposite side client 1
  • Opposite side Client 2
  • Opposite side broker
  • opposite side assistant
  • Media day Specialist
  • Pre-Media Day specialist 
  • Lender (Main)
  • Lender (Assistant)
  • Title Company Contact (Closer)
  • Title Company Contact (Ast)
  • Title Company (Team E-mail)
  • Home Inspector
  • Appraiser
  • New Build: Sales
  • New Build: Builder
  • Other (catch-all)



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Author: Logan Lawrence   Version: 1.0   Last Edited By: Logan Lawrence   Modified: 23 May 2020