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Training Videos

Collections of training videos to get you started with Realvolve. We've segmented each of the videos into sections similar to college classes. 100 - Information Only, 101 - Basic Setup, 102 - Data Entry, 103 - Advanced Entry, 200 - Automation Information, 201 - Automation Setup, 202 - Automation Entry, 203 - Advanced Automation, 300 - Integration Information, 301 - Integration Setup

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  • ★ 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
  • 101: Adding MLS Board Names to Realvolve
  • 101: Adding Users and Setting Permissions in Realvolve (Updated)
  • 101: Customizing the People Tab in the Transactions
  • 101: Evernote Account Setup
  • 101: Installing Workflow Packages
  • 102: Calling a Touch Point List
  • 102: Commissions and Volume Requirements
  • 102: Contact Categories ABCD
  • 102: Entering a Contact into Realvolve
  • 102: How to Add MLS Number to a Listing
  • 102: How to Enter a Spouse
  • 102: People Tab of a Property
  • 103: How to Merge Similar Tags into One
  • 103: Seller Report - Showings
  • 200: Merge Fields Explained
  • 200: Workflow - Listview Pane Overview
  • 201: Creating Templates
  • 201: Using the Header and Footer Merge Fields
  • 201: Workflow - Activities
  • 201: Workflow Editor - Basic Description
  • 202: Seller Reports using Workflows and Templates
  • 202: Workflow - Starting a Workflow
  • 203: Creating Workflow / Template Packages
  • 301: Syncing Google Forms Data into Realvolve
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