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On-Boarding Videos / General Settings

12

Introduction to RealtyBackOffice On-Boarding
My Profile
Branding
Adding Favorite Links
Adding Favorite Vendors
People Action Plans
People Sources
People Tags
User Tags
How do I Change My Password
Managing Your RBO Subscription
Preferences

On-Boarding Videos / Admin App Settings

20

RBO Teams Module Explained
My Companies/Offices
How to Add an Additional Company or Office
Company Details
Associations
Transaction Types
Opportunity Pipelines
Compensation Plans For Agents
Compensation Plans for Recruiters
Company Forms Library
Automated Email Notifications Templates
Request Document Generator Templates
Transaction Due Dates
Teams
Automated Transaction Tasks Templates
Automated User Tasks Templates
Lead Refused Email Notification Setting
Notifications Setting
Auto Delete Transaction Tasks
Zapier QuickBooks Integration

Dashboard

7

Demo Introduction & Training and Support Icon
Transaction Count & Office Announcements
How To Create Office Announcements
Incomplete Users
Total Closed Transactions / Total Sales Volume By Month & Transactions with Pending Requests
Favorite Links & Vendors
How To Edit Office Announcements

Admin Full Demo

1

Most Recent Admin Full Demo

Transaction Management

43

Collaboration In RBO
RBO Teams Module Explained
How To Create A Transaction
Transaction Details & Property Details
Agent Personal Interest
User Profile Shortcut
Pre-Offer and Pre-Listing Transaction Stage
Reminders for Transaction Contract Critical Due Dates
Upload Documents to Transaction
How to Download Document from Transaction
How to Download Document Certificate from Transaction
How to Move Document to Transaction Folder
How to Delete Document from Transaction
Assign Signed Documents to Transaction
How to add a Contact into RBO
Autocomplete Contact Information
How to Add a Third-Party Contact in Transaction
How to Add a Collaborator or Co-Agent
How To Showcase Preferred Vendors Inside The Transaction File Under The Contact Tab
How To Add A Preferred Vendor to a Transaction
Transaction Financials
How to Edit Transaction Financials
How to Add a Charge Item
How to Add a Payout Item
How to Pay a Collaborator
How to Approve Commission Request, Paid at Closing, Commission Demand or Escrow Letter Request
How to Add a Task in Transaction
How to Edit Transaction Task
How to Link Transaction Document to Task
How to Link Document to Transaction Task
How To Add A Comment to A Transaction Task & View Task Logs
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
How to Add Transaction Notes
How to Delete a Transaction
How to Close a Transaction
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 Search For Transactions With Pending Commission
How To Search For Co-Agent/Team Member Transactions
How To Insure Admins Can Access Transactions
How To Transfer a Transaction From One Office to Another Office

Working Documents & E-Sign

18

How to Fill out Docs & Prepare for e-sign
Working Documents & E-Sign – Overview
Working Documents & E-Sign – Menu Items
Working Documents & E-Sign – Document Statuses
How To Merge Documents From The Company Library
Autocomplete data when filling out forms
How To Make Changes To a Documents Awaiting Signatures
How to verify non completed fields by signers
How To Delete A Signer From A Document When Status is Awaiting
How to Move a Document to a Folder in Working Docs
How To Make A Template
Assign Signed Documents to Transaction
Assign Signed Documents to User
Download Or Email A Copy Of A Working Document In Draft Status
How To Send Emails From RBO
How To Download Authentication Certificate
How to Send Back to Working Documents
E-sign Experience-Client Version

Tasks

6

Tasks Module – Overview
Tasks Module – Filters
Tasks Module – Actions
How To Review Tasks Pending Admin Review
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
Auto Delete Transaction Tasks

Calendar

1

RBO Calendar

Users / Agent Management

16

How To Filter By Transaction Company In Users
Agent Service Areas And How To Assign Leads By Service Area
How to Add a New Agent
How To Make Agent Incomplete
How To Make A User Active
How To Make A User Inactive
How to Edit User Profile and Profile Overview
How To Resend Welcome Email
How to Change an Agent’s Password or Send Email
Users – Filters
User Profile Shortcut
Agent Is Doing Business As (DBA)
How to Add Custom User Tags
How to Complete User Tasks
How to Add User Notes
How To Insure Admins Can Access Transactions

Leads

9

Collaboration In RBO
RBO Teams Module Explained
RBO CRM Methodology Explained
How to Add a Lead Manually & Assign to Agent
Lead – Filters
How to Re-Assign a Lead
How to Add Lead Tags
Lead Refused Email Notification Setting
How to Edit or Delete a Lead

People

17

Collaboration In RBO
RBO Teams Module Explained
RBO CRM Methodology Explained
Adding a Contact in People
How To Edit Contact Details
How To Share A Contact With The Entire Agency
How To Delete A Contact In People
How to Merge Contacts
Companies Module – Overview
How To Add People Tags
Managing People Tags
How to Upload Documents to a Contact
How to Add People Action Plans
How to Add Collaborators to a Contact
How to Provide Full Access to Collaborators
How to Add People Notes
How To Search For Contacts by Birthday

Opportunities

5

Collaboration In RBO
RBO Teams Module Explained
RBO CRM Methodology Explained
Opportunities Module Explained
Autocomplete Contact Information

Reports

3

Stats Reports
How To Search For Co-Agent/Team Member Transactions
Forecasting Reports – Admins

General Videos

2

How to Reset Your RBO Password
RealtyBackOffice Pricing Explanation

Integration - RBO Zapier

1

How to integrate RBO with G-Suite/Gmail

Admin Tips & Tricks

2

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

New Features Changelog

1

Admin New Features

Improvements Changelog

1

Admin Improvements

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

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

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

19

Collaboration In RBO
RBO Teams Module Explained
RBO CRM Methodology 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

20

Collaboration In RBO
RBO Teams Module Explained
RBO CRM Methodology 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

9

Collaboration In RBO
RBO Teams Module Explained
RBO CRM Methodology 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

Stats Reports (Agents)
Forecasting 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

1

How to integrate RBO with G-Suite

Agent Tips & Tricks

2

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

New Features Changelog

1

Agent New Features

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Home
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RBO CRM Methodology Explained

RBO CRM Methodology Explained

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Updated on April 13, 2023

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