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Workflows
Mark Stepp

Description

Course Overview

This course is designed to help you build workflows to use with Contacts, Properties and Transactions. Each workflow that you use is specifically designed for one of those 3 areas of Realvolve.  It is important that you decide up-front the purpose of your workflow so that the system knows which Important dates are used as well as the merge fields for checklists and templates.  We will guide you through the process, step-by-step in order to help you understand when to use each.

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

Building Workflows

Free

Workflow Listview

Free

Creating a New Workflow

Free

Non-Required Workflow Fields

Free

Adding Workflow Activities

Free

Other Workflow Activity Fields

Free

Starting a Workflow

Free

Using Groups in Workflows

Free

Choosing User Roles

Free

Verifying Milestone Dates

Free

Verifying Party Members

Free

Stopping a Workflow

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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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