STL – Lonewolf Workshop Day
Don’t Wait Until the Deadline. Get It Done Now.
DocuSign access is ending soon, and Keller Williams Apex agents must transition to Lone Wolf by July 14.
This 4-hour hands-on workshop will help agents get ready before the deadline. We will cover how to connect Lone Wolf to Command, use Lone Wolf with Opportunities, send e-signature requests, receive signed documents, and upload completed files back into Opportunities.
Agents will also learn how to download documents from DocuSign, create Lone Wolf templates, clauses, layouts, customize signing orders and email messages, and add additional markups.
Attend this workshop to make the switch with confidence before the July 14 deadline.