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?
- 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?
- Where do I get my IDX Broker API Key?
- How do I set up a Workflow to prompt me to start a new workflow at the end?
- What's a good use of the details section in a contact record?
- Can multiple Realvolve Users be copied on emails?
- What's the best way to schedule calls on multiple contacts?
- Is there a cap on how many SMS messages you can send out in a month?
- Do you have any suggestions for reestablishing connection with Out-Of-Touch clients?
- Will I receive a notification when someone unsubscribes from an email?
- What does the "There is no contact associated with this activity..." message mean?
- Can a contact have more than one record owner?
- Can you setup a workflow for drip campaigns and see which Contacts opened the email?
- What's the difference between a Checklist and an Action?
- What's the best way to filter for Contacts without Tags?
- How can I set up Birthday Emails to go out automatically?
- How do I remove a Contact from mailings but not from my Database?
- Power of attorney situation in Realvolve transactions?
- Best way to manage a property listing that became a transaction, but has been terminated?
- Under the Transaction Tab, how do I delete some of the entries there that do not apply?
- See which activities in a workflow are completed and which are not?
- Virtual assistants that are trained in Realvolve?
- "Immediate Mode Not Allowed"?
- Workflows - Some quick tips