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Agent Full Demo

Agent Full Demo

1

Most Recent Agent Full Demo

Dashboard

7

Introduction, Training And Support Icon & Other Icons
Transaction Count & Company Information
How To Create Office Announcements
How To Edit Office Announcements
Total Closed Transactions / Total Sales Volume By Month
Transactions with Pending Tasks
Favorite Links & Vendors

Transaction Management

Transaction Management

33

Collaboration In RBO
RBO Teams Module Explained
How To Create A Transaction
Pre-Offer and Pre-Listing Transaction Stage
Transaction Details, Reminders & Property Details
Reminders for Transaction Contract Critical Due Dates
Upload Documents To Transaction
How To Add A Document To A Transaction & Create Transaction Folder
How To Download Document From A Transaction
How To Delete Document From A Transaction
How To Download Document Certificate From A Transaction
How To Send Back To Working Documents
Assign Signed Documents To Transaction
How to Add a Contact Into RBO
How To Add A Third Party Contact In Transaction
How To Add A Collaborator Or Co Agent
Transaction Financials – Overview
How To Add A Charge Item
How To Add A Payout Item
How To Pay A Collaborator
Request Overview
How To Request Escrow Letter, Commission Request, Paid At Closing Request, Commission Demand
Transaction Tasks Overview
How To Link Document To Transaction Task
How To Add And Edit A Transaction Task
How To Add A Comment To Transaction Task & View Task Logs
All Transactions & Transaction Filters
File Number Field and Filter
How to Search For A Transaction By the MLS Number
How to Narrow Down The Transactions By The Listing Expiration Date
How To Add A Preferred Vendor To A Transaction
How To Assign Documents To A Task
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction.

Working Documents & E-Sign

Working Documents & E-Sign

17

Working Documents E-Sign – Overview
How to Fill out Docs & Prepare for e-sign
How To Add A New Document Into Working Documents From Company Forms Library
How To Upload A New Working Document
How To Move A Document To A Folder In Working Docs
How To Merge Documents
Autocomplete data when filling out forms
How to verify non completed fields by signers
How To Make Changes To a Documents Awaiting Signatures
How To Delete A Signer From A Document When Status is Awaiting
Download Or Email A Copy Of A Working Document In Draft Status
How to download Authentication Certificate
Assign Signed Documents To Contact And Transaction
How To Send Emails From RBO
How To Make A Template
How To Print Or Email A Document With Text Saved On Document
E-sign Experience-Client Version

Tasks

4

Tasks Module – Overview (Agents)
Tasks Module – Filters (Agents)
Tasks Module – Actions
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction.

People

18

Collaboration In RBO
RBO Teams Module Explained
How To Add A Contact
How To Give Full Access To Collaborators To Edit The Contact
How To Add Collaborators To A Contact
How To Add Contact Details
How To Add Documents To A Contact
Contacts – Transaction And Opportunities Overview
How To Add Action Plans To A Contact
How To Add A Task In Contact
How To Add A Comment To Contact Task & View Task Logs
Co-Agent/Team Member Can View All Tasks Related To The Contact
How To Add Contact Notes
How To Merge A Contact
How To Delete A Contact
Contacts – Filters
How to add People Tags
Companies – Overview

Leads

19

Collaboration In RBO
RBO Teams Module Explained
Lead – Filters
How To Add My Own Lead
How To Edit Lead Contact
How To Convert A Lead Into A Contact
How To Accept Or Decline A Lead
How To Add Lead Details
How to Add Lead Tags
How To Add Documents To A Lead
How To Add Action Plans To A Lead
How To Add Collaborators To A Lead
How To Give Full Access To Collaborators To Edit The Lead
How To Add A Task In Lead
How To Edit Lead Task
How To Add A Comment To Lead Task & View Task Logs
Co-Agent/Team Member Can View All Tasks Related To The Lead
How To Add Lead Notes
How To Discard A Lead

Opportunities

8

Collaboration In RBO
RBO Teams Module Explained
Opportunities Module Explained
Opportunity Filters
How To Add An Opportunity
How To Edit Or Delete An Opportunity
How To Add A Collaborator To Opportunities
Convert To Transaction

Calendar

1

Calendar – Overview

Reports

2

Forecasting Reports (Agents)
Stats Reports (Agents)

General Settings

4

My Profile
Google Integration
People Action Plans
How to Reset Your RBO Password

General

1

How to Reset Your RBO Password

Integration - RBO / Zapier

Integration - RBO / Zapier

1

How to integrate RBO with G-Suite

Agent Tips & Tricks

Agent Tips & Tricks

2

Having Issues Saving A Transaction Into RBO – Part 2
Having Issues Saving A Transaction Into RBO – Part 1

New Features Changelog

New Features Changelog

1

Agent New Features

Home
Docs
Agent App
Agent Full Demo
People
How To Add A Task In Contact

How To Add A Task In Contact

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Updated on August 15, 2022

How To Add Action Plans To A Contact How To Add A Comment To Contact Task & View Task Logs

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