Education Center

Notice from RIO Genesis

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RIO Genesis Training Five-part Series Videos

Dawson's Asset Management Special Training for New Affiliates:  https://vimeo.com/587558268

NRBA Members - Special RIO Genesis Training   -    https://vimeo.com/587533498

 

Complete "5-Part" New User Training Series:

Lesson 1 RIO Pro and RIO Office Suite Users - Initial Setup - https://vimeo.com/593480781

In this training session, you learn how to properly configure your company accounts and User Profiles. You will also learn how to create your own users' profiles and apply permissions. You will learn the RIOGenesis permission model.

 

Lesson 2: RIO Pro/RIO Office Suite Marketing and CRM Features -   https://vimeo.com/597381177

In this training session, you will learn about the various flyer libraries in RIOGenesis, you will learn how to manage, create, and send flyers in RIOGenesis. You will learn how to create, manage, and assign campaigns to a contact.

 

Lesson 3: RIO Pro/RIO Office Suite Properties and Transaction Management

https://vimeo.com/599822584

In this training session, you learn how to add an individual property, import properties, and property management within RIOGenesis. We will go through each tab and show you how each one is relatable. We will discuss bulk functions in RIOGenesis, as well.

 

Lesson 4: RIO Pro/RIO Office Suite Workflow and Task Management   https://vimeo.com/602035650

In this training session, you will learn how to create, assign, and manage Workflow and Tasks. You will also learn how to manage document compliance in RIO PRO and RIO Office Suite. You will know how to navigate the Dashboard. You will also learn how to run Reports and save reports.

 

Lesson 5: RIO Pro and RIO Office Suite Portal with Tips and Tricks https://vimeo.com/602210420

Learn to accept new property assignments, while managing your business Faster & Easier!

In this training session, we will go over the intricacies of the Genesis Portal. You will learn how to accept an assignment, task management, and task completion. Time permitted