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

Reference Articles

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

Zapier

• 300: How to Get Started with Realvolve on Zapier
• 301: Creating a Realvolve Zap with Zapier.com
• 301: Use Zapier.com to Connect Zillow with Realvolve
• How to add Zillow Contacts into Realvolve using Zapier
• Leads - Zapier - Best Videos
• What fields can we Zap into Realvolve using Zapier?
See all 7 articles

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
See all 46 articles

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

Webinars

• Realvolve's Google Sync

How-To Documents

• ★ How to view the Emails within a Workflow
• ★ How to Print Mailing Labels (Step-by-Step)
• ★ 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
See all 38 articles

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?
See all 98 articles

Realvolve Related Website Articles

• Gary David Hall joins Realvolve
• Realvolve Articles On Gary David's Hall CRM website!

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
See all 30 articles