Realvolve User Tips

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How Realvolve’s ‘Contact Cross Section’ Works

No more worrying about contacts falling through the cracks! The Contact Cross Section, a widget found on your Realvolve Dashboard, will let you see if anyone in your database is overdue for a phone call or visit from you. […]

By |2023-12-21T09:16:07-07:00July 3rd, 2023|Realvolve User Tips|Comments Off on How Realvolve’s ‘Contact Cross Section’ Works

3 Cool Ways To Use Merge Fields In Realvolve

Use the magic of merge fields to pull data out of thin air! A merge field is a placeholder that gets filled in with information from your database. You’re probably familiar with using merge fields in email templates to populate your messages with a contact’s first name, property address, etc. […]

By |2023-12-21T09:32:33-07:00May 15th, 2023|Realvolve User Tips|Comments Off on 3 Cool Ways To Use Merge Fields In Realvolve
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