Key Concepts: Workflows & Templates

Let’s take a quiz to see what you have retained from the Workflows & Templates lesson.

NOTE:  While it was not discussed in the lesson, it’s important to know that you CANNOT change the “USE WITH” database selection once activities have been assigned to the workflow.  Doing so will REMOVE ALL ACTIVITIES since activities use Merge Fields, Party Members and Important Dates for the selected database.

1

You must use the correct workflow type with the correct database

2

Contact Workflows have the “Use With” set to

3

Property Workflows have the “Use With” set to

4

Transaction Workflows have the “Use With” set to

5

Only Contact Templates can be used in Contact Workflows

6

The “Use With” selection can changed at any time without any challenges.

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.