Key Terms and Concepts

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

Reference Articles

• ★ Realvolve Mobile Features Available
• Dotloop Integration Fields
• Common Imap Servers and Ports for linking your Email Account in Realvolve!

Zapier

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

New User Training

• ★ Selecting SMS Numbers
• ★ Training Documents

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
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Support Connections

• How do I get help from the Realvolve Team and When?

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
See all 7 articles

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
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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?
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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
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