Realvolve – Training
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Getting Started
Mark Stepp

Description

Course Overview

This course is provided for new users to help setup their Realvolve account.  Much of this course is a review/checklist from the weekly on-boarding call for new users. Once you complete this course you should be in good shape to use Realvolve in your day-to-day processes and continue with other trainings.  Please note that this is not a typical course… It does not have any training videos with sound but does guide you through the process of setting up your Realvolve account.  Make sure that you “Mark Completed” each lesson to verify that you have completed the process.

 

About the Author

Mark Stepp is the Chief Innovation Officer, Lead Architect of the Realvolve Workflow System, Relationship Scoring and Predictive Revenue Engine.  Since 1983, Mark has been Designing, Developing and Engineering software in the real estate, lending, title, escrow and insurance industries.  He hosts online webinars and training classes for Realvolve customers on all aspects of CRM, Listing & Transaction Management and Workflow Development.

Take This Course

Students

Lessons

Free

Things you need to know

Free

Settings > My Account

Free

Settings > Emails

Free

Settings > Automation

Free

Settings > Integrations

Free

Settings > My Social Network

Free

Setting > SMS Services

Free

Settings > Time Zone

Free

Settings > Contact Source Type

Free

Settings > Users & Permissions

Free

Settings > Boards

Free

Settings > Set Default Fields

Free

Additional Training to Watch

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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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