How-To Documents
- 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
- Print to PDF
FAQ
- 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?
Training Videos
- Brief Overview of Realvolve
- Realvolve Workflow Webhook Actions
- 301: Syncing Google Forms Data into Realvolve
- Activity Filters with Kendyl Young
- Adding "Important Dates" to the Calendar
- Adding MLS Board Names to Realvolve