Relocation Specialist Training Videos
The following is a list of training topics and their length. Click the link to view the video.
| Getting Started: | Introduction - How to access and use the software (4 minutes; Last updated JUL 2011) | ReloSpec Basics - Configuring Users and other settings (8 minutes; Last updated JUL 2011) |
| Tips & Tricks (11 minutes; Last updated JUL 2011) | ||
| Customize your User settings (9 minutes; Last updated NOV 2011) |
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| Customize your Email Signature (6 minutes; Last updated JAN 2012) |
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| The ToDo page and AutoPilot | The ToDo page (7 minutes; Lastu updated NOV 2011) | |
| AutoPilot: ToDo page (6 minutes; Last Updated NOV 2011) | ||
| AutoPilot: Send (4 minutes; Last Updated NOV 2011) | ||
| AutoPilot; Responses page (4 minutes; Last Updated NOV 2011) | ||
| AutoPilot; Send forms, attachments & custom letters (10 minutes; Last Updated NOV 2011) |
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| Action Plans | The Action Plans page (6 minutes; Last updated NOV 2011) | |
| Auto Action Plan (3 minutes; Last Updated NOV 2011) | ||
| Action Plan Additional Details (9 minutes; Last Updated NOV 2011) |
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| The Tickler Page | Tickler Page (8 minutes; Last Updated NOV 2011) |
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| Forms | Sending Forms Manually (10 minutes) | |
| Create Custom Forms & Letters using Body Of Letter (16 minutes) | ||
| Create a 'Favorite Forms' list (10 minutes) |
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| Building and Using the Email with Graphics form (5 minutes) |
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| Reports | ReloSpec Reports(7 minutes) | |
| Introduction to Advanced Reports(12 minutes) | ||
| Create your ‘Favorite Reports’ list(4 minutes) |
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| New! Mail Merge Contacts from Referrals | Using MS Word Mail Merge w/Contacts from Referrals (8 minutes; Last Updated NOV 2011) |
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| Inventory Properties | Tracking Inventory Properties (15 minutes) |
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| SEND Button | SENDing Referrals (Broker to Broker) (9 minutes) |
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| Score Card | Using the new Score Card form (7 minutes) |
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| Referral Submit Form | Using the Referral Submit form (9 minutes) |
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| Corporate Access | Using the Corporate Access option (12 minutes) |
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| Cartus Forms | Using the Cartus form (14 minutes) | |
| The Images Option | Using the Images option (8 minutes) | |
| The Concierge Option | Using the Concierge option (12 minutes) | |