Getting Started With Whiteboard Mortgage CRM - Session 2

You're a new Whiteboard customer and need to learn the day-to-day workflow in Whiteboard. This three-webinar series will get you up to speed on the Three Keys to Whiteboard Success:
1. Log in every day
2. Update information on the forms as you get it
3. Accomplish the tasks automatically assigned by the Playbook.

In Session 2, we're covering:
-How Campaigns Work (Triggers and Actions)
-The Anatomy of a Campaign (Templates)
-How Tasks are Automatically Created
-Whiteboard Mobile App
-Automating information into Whiteboard