What is a workflow?

A workflow is a set of actions built into the system that should be completed during the course of the transaction. They help keep you on track because they have specific due dates. Workflows can easily be created to help with open houses, follow ups, closings, and more.

RealtyPass offers pre-made workflows for leads and transactions to help make the process as smooth as possible.

• Learn more about Creating Workflows.
• Learn how to View My Tasks.
• Learn how to Delegate Tasks.

Updated on: 10/23/2019