This course is designed to help any Realvolve user understand the key concepts of how to navigate through the system. Once you have completed this course you should have a good understanding of the 3 core databases, screen layout, how to search and filter data as well as using tags to group and organize your records.
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.