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Insert Surname Field to the Checklist To Improve Customer Service

Insert Surname Field to the Checklist To Improve Customer Service and eSign it in minutes

Aug 6th, 2022

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How to Insert Surname Field to the Checklist To Improve Customer Service

4.8 out of 5

6 votes

hello everyone this is elizabeth with scotland roy marketing and welcome to 101 today is march 7th so if you are viewing the recording some features may have changed im starting out in mozilla firefox today but command and specifically work really well with google chrome incognito as well i am at agent.kw which is command so all you have to do is enter in agent.kw.com to access this page then well enter our username which is something like first initial last name maybe a number capitalization not required next well enter our password and click sign in so today were going to be going over how to start the opportunity but also mainly how to access through command access blank forms fill them out share with clients to sign and submit the documents to your market center for compliance a little bit of housekeeping though first were going to head to our name in the top right corner and click settings here is where were going to check to see if is created and then connected to comma

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