Training Documents

All Training Sections in One Document

• Download ALL Training Documents in One

Additional Important Documents (not included above)

• Download WorkflowTutorial.pdf  (2/14/2018)
• Download MergeFields.pdf (2/14/2018)

• Download Dashboard 01: Contact Cross Section (Filtered/Unfiltered)  (12/19/2017)
• Download 16 Realvolve Workflow Benefits (1/7/2018)
• Download Workflow Worksheet.pdf
• Download Print to PDF.pdf (4/18/2018)
• Download Tagged File Attachments.pdf (4/19/2018)

Training Documents by Section

Account Owner / Admin (Setup)

• Setup Admin 01: Account Settings
• Setup Admin 02: Users & Permissions
• Setup Admin 03: Login As Other Users
• Setup Admin 04: Tips, Tricks & Traps

All Users (Setup)

• Setup User 01: User Settings
• Setup User 02: Importing Contacts
• Setup User 03: Dotloop Integration
• Setup User 04: Auto Send Message
• Setup User 05: My Social Network
• Setup User 06: Google Sync
• Setup User 07: Importing Leads with Zapier.com

All Users (Basics)

• Basics 01: Adding Contacts
• Basics 02: Assigning Tags
• Basics 03: Searching the Database
• Basics 04: Filtering Contacts
• Basics 05: View All Contacts in a List
• Basics 06: Radar Tab
• Basics 07: Contact Connections
• Basics 08: Files Tab
• Basics 09: Calendar Tab
• Basics 10: Activities Tab
• Basics 11: Adding Properties (Listings)
• Basics 11a: Creating a Loop (Dotloop)
• Basics 11b: Seller Report Tab
• Basics 12: Adding Transactions (Closings)
• Basics 13: Commissions Tab
• Basics 14: Templates
• Basics 14a: Seller Report Template
• Basics 15: Signatures
• Basics 16: Workflows
• Basics 17: Example Workflow
• Basics 18: Building Your Own Workflows
• Basics 19: Activity Checklists
• Basics 20: Activity Actions without Checklists
• Basics 21: Activity Actions with Checklists
• Basics 22: Branching
• Basics 23: Starting a Workflow

All Users (Best Practices)

• Best Practices 01: Contact Type
• Best Practices 02: Stage
• Best Practices 03: Contact Status
• Best Practices 04: Category (A|B|C|D)

All Users (Dashboard)

• Dashboard 01: Contact Cross Section (Filtered/Unfiltered)  (NEW: 12/19/2017)

NOTE: Documents listed below are the same as the indexed list above...