On-Boarding Videos / General Settings 12 Introduction to RealtyBackOffice On-Boarding My Profile Branding Adding Favorite Links Adding Favorite Vendors
On-Boarding Videos / Admin App Settings 19 RBO Teams Module Explained My Companies/Offices How to Add an Additional Company or Office Company Details Associations
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
Transaction Management 43 Collaboration In RBO RBO Teams Module Explained How To Create A Transaction Transaction Details & Property Details Agent Personal Interest
Working Documents & E-Sign 17 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
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
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
Leads 8 Collaboration In RBO RBO Teams Module Explained How to Add a Lead Manually & Assign to Agent Lead – Filters How to Re-Assign a Lead
People 16 Collaboration In RBO RBO Teams Module Explained Adding a Contact in People How To Edit Contact Details How To Share A Contact With The Entire Agency
Opportunities 4 Collaboration In RBO RBO Teams Module Explained Opportunities Module Explained Autocomplete Contact Information
Reports 3 Stats Reports How To Search For Co-Agent/Team Member Transactions Forecasting Reports – Admins
Admin Tips & Tricks 2 Having Issues Saving A Transaction Into RBO – Part 1 Having Issues Saving A Transaction Into RBO – Part 2