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Insert Checkbox Group in the Moving Checklist

Insert Checkbox Group in the Moving Checklist

Aug 6th, 2022

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How to Insert Checkbox Group in the Moving Checklist

4.8 out of 5

55 votes

In this tutorial for Keller Williams agents, the speaker addresses how to properly send lead disclosures to clients, emphasizing that clients must select options themselves without any input from the agent. The speaker intends to demonstrate how to add check boxes to the disclosures, allowing clients to mark their choices directly. This method replaces a previous ineffective approach used in the Contact to Close process. The speaker encourages agents who attended the Contact to Close class to watch the video for guidance and to follow the new process moving forward.

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