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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.
 

ADDITIONAL RESOURCES

Help Links

Day 26 - Starting A Workflows

YouTube Links

 

Starting A Workflow

Realvolve Training: Workflow 101

30 Minutes with Mark: Workflow Groups

Seller Reports using Workflows and Templates

Running your business with Realvolve Workflows - Webinar

How I learned to Build a Realvolve Workflow with Kendyl Young - Webinar

Workflow Groups - Webinar

Workflow Checklists & Branching - Webinar

Workflow Workshop with Kendyl Young 6/29/2016 - Webinar

Workflow Workshop with Kendyl Young 6/1/2016 - Webinar

Workflow Workshop with Kendyl Young 5/19/2016 - Webinar

Workflow Workshop with Kendyl Young 5/3/2016 - Webinar

Workflow - Locksmith Rekey Process

PRESENTED BY

mark_100.jpgMark Stepp (LinkedIn, Twitter) is the Chief Innovation Officer, Lead Architect of the Realvolve Workflow System, Relationship Scoring and Predictive Revenue Engine.  He has over 26 years background in Software Engineering, Design & Development in the real estate, lending, title, escrow and insurance industries. He teaches and hosts webinars and training classes to Realvolve customers on all aspects of CRM, Listing & Transaction Management, Workflow development and much more.

About Realvolve

Realvolve is the new standard for real estate technology. Our software-as-a-service blends elegant design, emerging technologies, and practical, thoughtful features. Real estate is all about people. Realvolve keeps you connected.

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