REALVOLVE
Key Terms and Concepts
Reference Articles
Zapier
New User Training
Training Videos
- ★ 100: Brief Overview of Realvolve with Mark Stepp
- ★ 200: Workflow Guidebook
- ★ Dashboard Widgets
- ★ Realvolve Workflow Webhook Actions
- 100: Dashboard Overview
- 100: Overview of Realvolve
Importing
How-To Documents
- ★ How to Set up an Email Parser for Zapier Lead Integration
- ★ How to view the Emails within a Workflow
- ★ Outlook.com IMAP connection errors
- ★ How to Setup a Mass Email in a Workflow
- ★ How to Send out a Mass Email
- ★ Click To Open Checklist URL
Q & A
- What field should I use for a "Buyer Consult Date"?
- How do I assign the task to the person who started the workflow?
- Do the changes I make within the Workflow Editor affect workflows that are currently running?
- Can I set up an Email Client such as Outlook to automatically forward leads to my Zapier Parser?
- Can I include a YouTube video in an email or is Bombbomb the only way?
- How do I set up a Workflow to prompt me to start a new workflow at the end?
Firepoint
Transaction Settings
- What are key dates in Transaction Settings?
- What are roles in Transaction Settings?
- How do I create an action plan in Transaction Settings?
- How do I create a role in Transaction Settings?
- How do I create a key date in Transaction Settings?
- Can I edit roles, key dates, or action plans in Transaction Settings?
Notifications
User Settings
Transaction Management
Transactions
Tasks
- How do I add a task to a transaction?
- How do I complete a task in a transaction?
- How do I remove an unnecessary task in a transaction?
- Where can I see my open tasks for all leads?
- How do I search for a specific task?
- How do I complete a task?
Reporting
- What is the difference between Company Overview and Lead Source Overview?
- Can I add my past spending in Reports?
- What is the difference between Lead Source Analysis and Lead Source Overview in reporting?
- In Reports, why are the number of closings different between the Overview and Analysis pages under Lead Sources?
- Who can view Reports?
- Do I have to enter information into Edit Spending in order to track my ROI?
Saved Search
PPC
- Can I stop my PPC at any time?
- Seasonality With PPC
- Can I have multiple PPC campaigns for different agents in my office?
- Is there a contract for PPC?
- Can I Get a PPC Report?
- Are PPC leads similar to Zillow or Realtor.com leads?
Ponds
- How do I create a new pond?
- What is a pond?
- How do I edit a pond?
- How do I delete a pond?
- Where do I go to see all the ponds I am a part of?
- How do I add a user to a pond?
Onboaring Process
General Settings
Tags
Subscription & Billing
- What is your cancellation policy?
- Why did I get charged a prorated amount?
- How do I securely give my credit card information to Firepoint?
- How do I change the payment method for my monthly charges?
- Why can't my team log into our account?
- Can I extend my 30 day cancellation if I need to?
Company Information
Users
- How do I deactivate a user?
- How do I add or remove admin access to a user?
- How do I resend a new user's login?
- Can I see when a user was deactivated?
- How do I create a new user?
- How do I reactivate a user?
Lending Partnership
- Can I split the cost of service with a lender?
- How much should my lender pay towards Firepoint?
- How do I remove a lending office?
- How do I edit a lender's office?
- How do I edit a lender's information?
- Does my lender take up an active user spot?
User Management
- Where do I update my biography?
- Where can I add or remove my text signature?
- Can my avatar be a different shape than a circle?
- Can I add a video to my profile?
- Can I add a link in my biography?
- Can I add my logo or a photo to my email signature?
Office & User Management
- What are the three bars on the upper left side for?
- How do I log into the back-end of Firepoint?
- Where do I edit my email signature?
- How do I change my password?
- How do I add a task to my calendar?
- Can I print my reports?
Mobile App
- What is my login for the mobile app?
- Can I send images or videos in text messages from the app?
- Can I add a team member or loan officer to a lead's team in the mobile app?
- How do I send a new text message in the app?
- Can I use a text template in the app?
- How do I complete a task in the app?
Lead Follow-up
Lead Source
MLS (Multiple Listing Services)
- What does it mean to have a co-mingling MLS?
- Is there a limit to the number of MLS feeds I can have?
- How long does a compliance review take?
- Does Firepoint show rental properties?
- Does Firepoint show commercial listings?
- What steps do I need to take to add another MLS to my account?
Home Valuations
- How do I create a new home valuation for a lead?
- Can I schedule home valuation reports to go out automatically?
- How do I view my lead's current home valuation report?
- What is the default frequency that home valuation reports go out?
- Why does the Home Valuation page create an Unknown, Unknown lead?
- What should I do if the home valuation is incorrect?
Opportunities and Closings
- Is there a way to mass upload my closings into Reports?
- What is the difference between Gross Commission Income (GCI) and Company Dollar in closings?
- Where do I enter my closings?
- Where do I add the buying time frame to my leads?
- How do I delete an opportunity?
- Where can I add the lead's buying criteria?
Team
Lead Profile Page
- How do I move onto the next stage in a transaction?
- How do I remove a tag from a lead?
- How do I edit a task?
- How can I see the most recent properties a lead looked at?
- How do I enter a specific price in a saved search?
- How do I stop a saved search?
Lead Distribution
- How do I pause an agent from lead distribution?
- Do I get new lead notifications if I am paused from lead distributions?
- How do I create a new lead distribution rule?
- Do lead distribution rules pick up the location of an imported lead?
- How do I delete a distribution rule?
- If an agent does not accept a lead, can I give it to a specific person?
Lead Imports & Exports
Contact Details
- Where does my lender go to change the loan status?
- How do I update my warnings on the lead's profile page?
- Where do I add a lead's mailing address?
- What is the special notes section for?
- Why am I unable to change the creation date for a lead?
- How do I get to special notes?
Promoted articles
- How to Send an Email/Text in Realvolve
- Setting up your First Zap with Zapier!
- List of Fields that Zapier Integration can IMPORT
- Selecting SMS Numbers
- Training Documents
- Realvolve Workflow Webhook Actions
- Dashboard Widgets
- 100: Brief Overview of Realvolve with Mark Stepp
- 200: Workflow Guidebook
- How to Set up an Email Parser for Zapier Lead Integration
- How to view the Emails within a Workflow
- Outlook.com IMAP connection errors
- How to Setup a Mass Email in a Workflow
- How to Send out a Mass Email
- Click To Open Checklist URL
- How to use Tags to attach documents automatically
- Print to PDF
- Files Tab (Google Drive Sync)
- Understanding the Relationships Scores and rFactor
- Hide completed Week/Day view Activities
- The "Login As" Function
- Dotloop Integration
- Changing the Display Order of Checklists and Actions
- Activity Description Field Added
- Realvolve Search
- How to Use Contact Filters in Realvolve
- How to set up your IDX Broker Integration
- Complete List of Merge Fields