Realvolve Training: Getting Organized

Select from the training blocks below to quickly reach your goals using Realvolve. Like any good teacher, they'll provide extra help when you need it, and basic instructions when you don't.

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Getting Organized
Adding Contacts
REQUIREMENTS: NONE 
This training block is designed to show how easy it is to add contacts to the database, tag records for filtering, adding notes to keep an organized record of communication.  
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Getting Organized
Adding Properties "Listings"
Requirements: Adding Contacts
This class helps you become familar with Realvolve's property module to help become more organized when dealing with your personal listings.  It shows how to add a property, enter basic listing details, assign party members and how to use the status field for filtering and automated functions.
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Getting Organized
Adding Transactions "Closings"
Requirements: ADDING PROPERTIES
This class will show how to take an Active "Listing" from the Properties screen and convert it to a Transaction "Closing" when a buyer is found.  It shows how to add the basic transaction details, assign party members, start a workflow and use your dashboard to see your pipeline information as well as Year to Date numbers.
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Getting Organized
Building Workflows
 REQUIREMENTS: NONE
Building workflows from scratch is an important skill.
Making sure you can take your existing checklists and turn them into a workflows is the basis of this training.  We will also show how to take existing workflows and modify them to meet your specific needs.
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Getting Organized
Templates
 REQUIREMENTS: NONE
This training will show how to create new email templates with merge fields to allow user to include in a workflow or standard "on-the-fly" email.  We will cover how to insert images and attachments that get sent with template.  

Additional templates for SMS Text and Twitter messages will also be briefly covered in this training.
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Getting Organized
Starting a workflow
 REQUIREMENTS:  Building Workflows
This step-by-step training will show how to start the workflow that we built in "Building Workflows".  We guide you through the use of selecting activities and groups, assigning users to roles, verifying milestone dates and party members for emails sent through the workflow.
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