The Realvolve dialer is currently in BETA TESTING and only available to specific users. If you are not on the BETA Testing list, you can still watch this training but it is not currently available in your Realvolve account.
The Realvolve dialer makes it easy to call contacts in your database and keep the recorded call and transcript in a He Said / She Said note format. This course will show how to setup and use the dialer popup to save contact conversations quickly and easily.
NOTE: Some states require 2 party consent to make recordings, please verify any legal issues related to recording calls in your state before using.
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.