Teams | On Behalf Of Feature

About this webinar

This is a quick, 5-minute session covering the On Behalf Of feature for Teams. As an admin for your dotloop team, you have the ability to complete actions on behalf of your agents.

What you will learn:

  • Switch between profiles
  • Share documents as an agent
  • Tracking activy done on behalf of an agent
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Your Presenter

Sam Schultz
Product Training Specialist
dotloop
Sam has years of experience in customer support and traveling as a trainer. Her favorite sessions to teach are advanced tips and tricks that will become huge timesavers throughout your transactions. She looks forward to sharing these shortcuts with you.
  • Sam Schultz
    Product Training Specialist
    dotloop
    Sam has years of experience in customer support and traveling as a trainer. Her favorite sessions to teach are advanced tips and tricks that will become huge timesavers throughout your transactions. She looks forward to sharing these shortcuts with you.