I can’t say enough about the Realvolve CRM. The workflows and fast automated responses allow me to remain top of mind to my clients and prospects. Hands down the best real estate CRM on the market and the customer service and technical support are exceptional.
Brad Kirkendall RE/MAX Allegiance
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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.
This training will show how to create new email, SMS, and Twitter 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.
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.
