Video recorded on December 13, 2022
What was covered:
- 0:00 - 1:01: Intro
- 1:02 - 3:52: Sales Reports
- 3:53 - 5:15: Broker Compensation Disclosure Report
- 5:16 - 6:36: Individual Audit Report
- 6:37 - 7:37: Agent Adjustments
- 7:38 - 13:08: Advance Debt Balance Carryover (involves finalizing Agent Payments)
- 13:09 - 14:37: Zapier Integration
- 14:38 - 15:47: File Size Increase for Activities and Notes/Attachments
- 15:48 - 17:39: FormFire Acquisition
- 17:40 - 19:37: Closing