This Course will show how to quickly Search/Filter the list of templates, as well as adding new templates for Emails, SMS and Twitter messages. We will discuss the toolbar buttons to properly format the message, add photos, attachments, links as well as BombBomb videos. After watching these videos you should be able to quickly setup basic templates for automated messages that can be used “on-the-fly” or in workflow actions.
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.