HOW TO ADD TEMPLATES
 
VIDEOS IN THIS CLASS
Introductory Training

CLASS RESOURCES

Adobe Reader Workflow Guidebook (PDF)

CLASS DESCRIPTION

 
This training block will show how to quickly Search/Filter the list of templates, as well as adding new templates for Emails, SMS and Twitter messages.  We will discuss the toolbar buttons to properly format the message, add photos, attachments, links as well as BombBomb videos.
 
After watching these videos you should be able to quickly setup basic templates for automated messages that can be used "on-the-fly" or in workflow actions. 

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.