STARTING WORKFLOWS
 
VIDEOS IN THIS CLASS
Introductory Training
 
CLASS RESOURCES

Adobe Reader Workflow Guidebook (PDF)

CLASS DESCRIPTION

 
This training block will show how to start a workflows for Contacts, Properties and Transactions. When you start a workflow, it makes a "copy" of the activities in current workflow layout and places them on your calendar.   The activities which ar due or past due for the current day will show on your Realvolve dashboard.  Workflows can be started Manually from the Radar tab or Automatically from an integrated source like Zapier.com.
 

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.