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New Client Admin On-Boarding Class

In this course an RBO specialist will walk you through each & every admin setting in the system. The on-boarding session is setup in small easy to follow modules that allow you to follow at your own pace.

It is HIGHLY recommended for all Company admins to take this class first before adding users to the software or trying to work with the platform.
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What's included?

  • Company Profile
  • Integrations
  • Custom Branding 
  • Favorite Links & Vendors
  • People Action Plans
  • People Sources, People Tag
  • User Tags
  • Transaction Types
  • Opportunities Pipelines
  • Compensation Plans
  • Company Form Library 
  • Emails Notifications 
  • Documents Generator
  • Teams Settings
  • & Much More...
Meet the instructor

Melinda Moreno

Melinda Moreno joined RealtyBackOffice Support Team in 2020. She has a lot of knowledge in RealtyBackOffice software. 
Patrick Jones - Course author
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