How-To Documents

• ★ How to Set up an Email Parser for Zapier Lead Integration
• ★ How to view the Emails within a Workflow
• ★ 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
See all 39 articles

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?
See all 41 articles

Training Videos

• ★ 100: Brief Overview of Realvolve with Mark Stepp
• ★ 200: Workflow Guidebook
• ★ Realvolve Workflow Webhook Actions
• 100: Dashboard Overview
• 100: Overview of Realvolve
• 101: Adding "Important Dates" to the Calendar
See all 35 articles

Key Terms and Concepts

• ★ How to Send an Email/Text in Realvolve
• Understanding Email Reporting, Statuses, and Analytics
• How to Setup and Use Signatures in Realvolve
• Understanding the Linked Contact

New User Training

• ★ Selecting SMS Numbers
• ★ Training Documents

Importing

• Importing Apple iContacts
• How to Import Contacts from a CSV File
• How to Migrate from IXACT Contact
• How to Migrate from Top Producer

Reference Articles

• Dotloop Integration Fields

Zapier

• ★ List of Fields that Zapier Integration can IMPORT
• ★ Setting up your First Zap with Zapier!
• How to add Zillow Contacts into Realvolve using Zapier
• Zapier Templates for Realvolve