Shaker 101

Get started learning Shaker today!

    1. Welcome!

    2. Your Dashboard

    3. User Settings

    4. Profile Settings

    5. Email Settings

    6. Phone & SMS

    7. Calendar

    1. Collaborators

    2. Roles

    3. Custom Fields

    4. Email Templates

    5. SMS Templates

    6. Creating your Transaction Automations

    7. Adding Tasks

    8. Automating Emails

    9. Automating SMS

    10. Field Requests

    11. Timeline

    12. Document Checklists

    1. Intro to Contacts

    2. Importing Contacts

    3. Adding a Contact

    4. Exploring a Contact

    5. Adding Tags

    6. Filtering Contacts

    7. Exporting Contacts

    1. Intro to Deals

    2. Creating a Deal

    3. Adding Deal Details

    4. Assigning Roles

    5. Deal Tasks

    6. Deal Notes

    7. Deal Timeline

    8. Deal Documents

    9. Deal Document Checklists

    10. Sending Emails from a Deal

    11. Moving Deal Stages

    12. Archiving Deals

About Shaker School

  • 38 lessons
  • 1.5 hours of video content