=======CRM Lead Manager Checklist & Set Up Requirements======= =====Quick Walk-through Video===== Below you can find our step-by-step checklist to help you get started with the Real Geeks Lead Manager. Downloadable Checklist Here: {{:checklist_lead_manager.pdf}} =====Checklist===== **1. Adding Users and Set Up (as an Admin) ** * Users > New User * A temporary password and username will be sent to the user via email. This password will only be accessible by the user. Click [[agents|here]] for additional information. **2. Configuring Email Integration and Email Sync ** * Settings > Email Integration * Click [[email_integration|here]] for additional information **3. Setting up Templates for Email and Text SMS Messaging ** * Settings > Templates * IMPORTANT NOTE: You will need to do this for EACH agent that wants to receive text notifications. **4. Setting up Lead Assignment for Agents and Lenders ** * Settings > Lead Assignment **5. Enable Text Messaging ** * Settings > Text Messaging * Click [[checklist_sms_text_feature|here]] for additional information. **6. Setting up Third Party Integrations ** * Settings > Third Party Integration **7. Adding Leads and Creating New Lead Sources ** * Leads > New * Here you can do a bulk lead import, add an agent, and create a new lead source