HOW TO ADD / ORGANIZE CONTACTS
 
VIDEOS IN THIS CLASS
Introductory Training

CLASS RESOURCES

Adobe Reader Adding A Contact (PDF)
Adobe Reader What Is A Tag (PDF)
Adobe Reader Contact Filters (PDF) 

CLASS DESCRIPTION

 
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.  
 
There are two main purposes for maintaining contacts in your Realvolve database:

* Quick access to stored information on each contact for regular correspondence like making phone calls, sending emails and text messages. Realvolve also uses the contact information in workflows to automate your day-to-day processes.

* Links contacts to properties and transactions during the listing and closing process to help automate checklists and prevent communication problems between party members. 
 
 

PRESENTED BY

mark_100.jpgMark Stepp (LinkedInTwitter) is the Chief Innovation Officer, Lead Achitect of the Realvolve Workflow System and Predictive Revenue Engine.  He has a 25 year background in Software Engineering, Design & Development in the real estate, lending, title, escrow and insurance industries. He teaches webinars and training classes to Realvolve customers on all aspects of CRM, Listing & Transaction Management, Workflow development and much more.