So you’ve heard the buzz about Realvolve Workflows, but you still don’t really ‘get it’?
The good news, is that you’re normal. The better news is that we have a team of Virtual Assistants who are both licensed agents who also know our workflows like the back of their hands! There could possibly be no better people to explain the magic of workflows in simple layman’s terms than our own Virtual Assistants.
In this episode, Dale interviews our VA team and asks them to explain workflows in their own words. Turns out they do a lot better job of telling the story about workflows than any of the rest of us.
If you want Realvolve to take you to the next level, you’d be doing yourself a huge favor by listening to this podcast! Enjoy!
Listen to this episode on Stitcher or iTunes
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With regard to tags, is it wise to use multiple tags to create a phrase or be more specific. Commerical Electrician would be [Electrician] [Commercial] vs. [Electrician-Commercial ].
Do the VA’s recommend a workflow for adding a contact that would ensure the tags, statuses, record type, Referred by, stage, type, rent/own, known since, are all entered consistently? Do they have one for each type of contact like a company/vendor or prospect who is seller–who is a buyer?