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.