200: Workflow Guidebook

This is a living document link - as we add more information to the document, the attachment will be updated.   

We have added several new sections to the workflow document including a full list of all merge fields for templates and checklists.

Mark Stepp

Last Updated: 2/14/2018

 

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    Gloria Singer
    is the list of merge fields in this document up to date?
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    Dave Crumby
    Here is current list. We added a few more last week and will update. http://help.realvolve.com/hc/en-us/articles/207347953-Complete-List-of-Merge-Fields
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    Sheila Mason

    Is there a way to print out a complete workflow - showing all action steps and branches within an action?

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    Dave Crumby

    Hi Sheila, most people do a screen capture. We do not have a way to print from within the app.

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    Lisa Efthymiou

    It's a really good exercise to draw out these out on big paper, whether you're trying to understand an existing workflow or drawing out your business process. If you understand it, it's that much easier to pop in a quick change to improve it. You will learn a lot and it will be worth your time.

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    Dave Crumby

    Excellent feedback. Yes!

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    Jeff Kessel

    I can't seem to figure out how a sub-user can launch a workflow. I have created significant workflows. My vision, we have a "Listing Appointment" Workflow that triggers events for the Agent and the Listing Coordinator. I created a dummy sub-user and I can't figure out why workflows don't show up when "Start A Workflow" is clicked.

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    Val Strahl

    I don't see a chat window. May I chat with someone regarding workflows?

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    Gary Hall

    Hi Val - Sure! For immediate attention you can go to Live Chat (at the bottom of your Realvolve Screen it says "Live Chat Support" - just click on that) during business hours or you can schedule a call at http://calendly.com/realvolve at your convenience.

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    Bill Craft

    I have been told we subscribed to this service. I know nothing about it, and dont seem to be finding any useful tutorials. what is the sales pitch? what does this do? I miss top producer. I understood it.

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    Gary Hall

    Hi Bill! Welcome to Realvolve. Our newest and best Training is at http://go.realvolve.com/crm-training . Also, we have Live Chat support at the bottom of your screen! If you need anything else, please email us at Support@Realvolve.com and we'll take care of you!

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    Christyn Kohrherr

    Is there a way to remove a workflow from a contact? I created a contact for a lead I received before noticing my team had already created the contact and workflow. Now I get workflow activities each day for a contact that I removed all info for as it was a duplicate.

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