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.