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accessing_lead_manager [2018/05/11 19:24]
derrick
accessing_lead_manager [2019/06/07 18:26]
corey Updated Forgot Password link, grammar fixes
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 There have been some changes in how you sign in to the Real Geeks Lead There have been some changes in how you sign in to the Real Geeks Lead
 Manager. ​ We know for many of you the Lead Manager is pivotal in the Manager. ​ We know for many of you the Lead Manager is pivotal in the
-day-to-day operation of your business so we wanted make sure your access+day-to-day operation of your business so we wanted ​to make sure your access
 to it is not interrupted. to it is not interrupted.
  
 In the past, if you are the owner of a Site through us, you have one In the past, if you are the owner of a Site through us, you have one
-email/​password ​ that you use to update your billing info and access your+email/​password that you use to update your billing info and access your
 website’s content management system (CMS or “backend”). You also have a website’s content management system (CMS or “backend”). You also have a
 separate email/​password to access the Lead Manager for your site.  ​ separate email/​password to access the Lead Manager for your site.  ​
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 email/​password you normally used to sign in to the lead manager and we will email/​password you normally used to sign in to the lead manager and we will
 create a RealGeeks Account for you.    create a RealGeeks Account for you.   
-However if you have performed any of those activities in the past then +Howeverif you have performed any of those activities in the past then you probably already have a Real Geeks Account. ​ Simply enter the email/​password for your Real Geeks Account.
- you probably already have a Real Geeks Account. ​ Simply enter the email/​password for your Real Geeks Account.+
 If the credentials are correct you will be logged in as the last Lead If the credentials are correct you will be logged in as the last Lead
 Manager agent you were using or brought to the list of Lead Manager Manager agent you were using or brought to the list of Lead Manager
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 the email or password for your Real Geeks Account later as well. the email or password for your Real Geeks Account later as well.
  
-In the future you will be able to log in using the new Real Geeks Account+In the futureyou will be able to log in using the new Real Geeks Account
 sign in page before accessing the Lead Manager. sign in page before accessing the Lead Manager.
  
-If you can’t remember your password visit https://leads.realgeeks.com/​login/​password/forgot ​You will receive an email with a private link+If you can’t remember your password visit https://login.realgeeks.com/​auth/forgot_password ​You will receive an email with a private link
 where you can reset the password of the Lead Manager. ​ where you can reset the password of the Lead Manager. ​
  
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 With a Real Geeks Account you can log in **once** to the Lead Manager and With a Real Geeks Account you can log in **once** to the Lead Manager and
-switch across multiple websites with ease.  In order to do this you need+switch across multiple websites with ease.  In order to do thisyou need
 to **link** all the Lead Manager Agents to your **single Real Geeks to **link** all the Lead Manager Agents to your **single Real Geeks
 Account**.  ​ Account**.  ​
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 {{ :​lead_manager:​nav_linked_link.png?​nolink |}} {{ :​lead_manager:​nav_linked_link.png?​nolink |}}
  
-From this page you can view all the Lead Manager Agents from different+From this pageyou can view all the Lead Manager Agents from different
 Websites that are linked to your Real Geeks Account. ​ Simply click the Websites that are linked to your Real Geeks Account. ​ Simply click the
 button “Log in as this Agent” to work on Leads for that Website.  ​ button “Log in as this Agent” to work on Leads for that Website.  ​
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 You can also switch between websites at any time in the lead manager by You can also switch between websites at any time in the lead manager by
-selecting it from the menu in navigation bar at the top of the page.+selecting it from the menu in the navigation bar at the top of the page.
  
 {{ :​lead_manager:​nav_sites_dropdown.png?​nolink |}} {{ :​lead_manager:​nav_sites_dropdown.png?​nolink |}}
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 ====== How to add new Agents to the Lead Manager ====== ====== How to add new Agents to the Lead Manager ======
  
-As an Admin or Team Leader in the Lead Manager you can add new Agents to+As an Admin or Team Leader in the Lead Manageryou can add new Agents to
 work on leads from your Website. To add another agent to your lead work on leads from your Website. To add another agent to your lead
 manager visit https://​leads.realgeeks.com/​users/​new ​ manager visit https://​leads.realgeeks.com/​users/​new ​
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 {{ :​lead_manager:​new_agent_found_email.png?​nolink |}} {{ :​lead_manager:​new_agent_found_email.png?​nolink |}}
  
-However if that email is not found in our Real Geeks Account system,+Howeverif that email is not found in our Real Geeks Account system,
 enter the first and last name of the Agent you would like to add to your enter the first and last name of the Agent you would like to add to your
 Lead Manager. ​ After you click “Add Agent” they will receive an email Lead Manager. ​ After you click “Add Agent” they will receive an email
accessing_lead_manager.txt · Last modified: 2019/06/07 18:30 by corey