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
- 100: Dashboard Overview
- 100: Overview of Realvolve
- 101: Adding "Important Dates" to the Calendar
Support Connections
Importing
- Importing Apple iContacts
- Trouble Shooting CSV Imports
- How to Import Contacts from a CSV File
- How to Migrate from IXACT Contact
- How to Migrate from Advantage Xi
- How to Migrate from Wise Agent
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
- Can I use a template for a one-off SMS?
- When adding a new User, how do I ensure data security?
- What field should I use for a "Buyer Consult Date"?
- How do I assign the task to the person who started the workflow?
- Should I create a Transaction or Contact Workflow for a 'Post-Closing Workflow'?
- Do the changes I make within the Workflow Editor affect workflows that are currently running?
30 Day Training (Depreciated as of December 2017)
- Making a template for my TRID information to send once escrow opens?
- OnBoard Day 01 - Initial Setup
- OnBoard Day 02 - User Permissions (Inviting a New User)
- OnBoard Day 03 - Adding A Contact
- OnBoard Day 04 - What Is A Tag?
- OnBoard Day 06 - Social Media Setup
Promoted articles
- How to Send an Email/Text in Realvolve
- Realvolve Mobile Features Available
- List of Fields that Zapier Integration can IMPORT
- Selecting SMS Numbers
- Training Documents
- 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
- The Realvolve Dashboard: An Enhanced Look with Increased Performance
- How to Zap Realtor.com Leads to Realvolve
- How to set up your IDX Broker Integration
- Complete List of Merge Fields