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Sign into your accountDotloop Task Templates Best Practices
November 27 2023
Multiple dates
Join us as guest presenter and dotloop expert, Carolyn Thompson, shares her task template suggestions and best practices. Carolyn has been using dotloop as a broker and agent for several years and has trained hundreds of agents on dotloop best practices. Carolyn is joined by dotloop's Director of Training, Hunter Morgan, to show you how to add and utilize dotloop's free, example task templates.
What you'll learn:
- How to integrate your dotloop account with Google Calendar to streamline tasks
- How to create your own task templates and share them with other agents
- How to add the dotloop Association to your account to automatically add example task lists to your templates