Real Geeks Docs

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====== Accessing The Lead Manager ======

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
day-to-day operation of your business so we wanted to make sure your access
to it is not interrupted.

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
website’s content management system (CMS or “backend”). You also have a
separate email/password to access the Lead Manager for your site.  

For many of you these might be the same email/password combination but
you still have to sign in to each of these separately.  Some of you have
multiple web sites through us and this requires you to maintain a
separate email/password to access the leads from each site in our Lead
Manager.

Now you only have to sign in **once** to access leads from any of your sites
in our Lead Manager.  You will simply sign in using your **Real Geeks
Account**, the same way you sign in to access or change your billing
information or your website’s content management system. This is
standard practice among any serious provider that has multiple services.



====== Signing in to the Lead Manager with a Real Geeks Account ======

To access the Lead Manager you must sign in using a **valid Real Geeks
Account**.  When you visit https://leads.realgeeks.com you should be
prompted to log in which brings you to this page

{{ :lead_manager:rg_acct_login.png?nolink |}}

If you have **never** seen a login screen like this before and have
never **edited the blog/content for the Website** that captures leads,
or **managed billing info** with Real Geeks then enter the 
email/password you normally used to sign in to the lead manager and we will
create a RealGeeks Account for you.   
However, if 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.
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
Agents that are Linked to your Real Geeks Account. 

{{ :lead_manager:linked_accounts_list.png?nolink |}}


====== How to create a Real Geeks account with existing lead manager credentials ======
If you have **never** seen a login screen like this before and have
never **edited the blog/content for the Website** that captures leads,
or **managed billing info** with Real Geeks then you need to create a
**Real Geeks Account**.

Don’t worry if you have access to the Lead Manager for multiple websites
you can
[[accessing_lead_manager#how_to_link_lead_manager_agents_from_different_websites_to_your_single_realgeeks_account|link
them to your new Real Geeks Account]] at any time. You can also change
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
sign in page before accessing the Lead Manager.

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. 

Once the password has been reset you can go back to
https://leads.realgeeks.com and sign in using your new Password.

In the event that you **can’t remember the email** you used to sign in
to the Lead Manager ask us for help at our
[[https://www.realgeeks.com/support/|support page]].


====== How to link Lead Manager Agents from different Websites to your SINGLE Real Geeks Account ======

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
to **link** all the Lead Manager Agents to your **single Real Geeks
Account**.  

Once you have a Real Geeks Account and are logged in to the Lead Manager
visit https://leads.realgeeks.com/login/list or click your site's domain name at the top right of the page, then click "Add Site". 

{{ :lead_manager:nav_linked_link.png?nolink |}}

From this page, you can view all the Lead Manager Agents from different
Websites that are linked to your Real Geeks account.  To link Lead
Manager Agents from another Website that you use, click "Add Account" then enter the
email/password that you used to log in as that agent before required a
Real Geeks Account.

{{ :lead_manager:linked_accounts_form.png?nolink |}}

If you can’t remember your password click the “I forgot my password to
the Lead Manager” link. You will receive an email with a private link
where you can reset the password of the Lead Manager. 

{{ :lead_manager:linked_accounts_forgot_pw.png?nolink |}}


Once the password has been reset you can go back to
https://leads.realgeeks.com/login/list and link the Lead Manager Agent
to your Real Geeks Account using the new Password.

In the event that you **can’t remember the email** you used to sign in
to the Lead Manager ask us for help at our
[[https://www.realgeeks.com/support/|support page]].


====== How to switch between Lead Manager Agents and change the context of the current Site/Company ======

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
to **link** all the Lead Manager Agents to your **single Real Geeks
Account**.  

Once you have a Real Geeks Account and are logged in to the Lead Manager
visit https://leads.realgeeks.com/login/list or simply click the link
your site domain in the top right then click "Add Site"  

{{ :lead_manager:nav_linked_link.png?nolink |}}

From this page, you can view all the Lead Manager Agents from different
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.  

{{ :lead_manager:linked_accounts_log_in_as_link.png?nolink |}}

You can also switch between websites at any time in the lead manager by
selecting it from the menu in the navigation bar at the top of the page.

{{ :lead_manager:nav_sites_dropdown.png?nolink |}}

====== 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
work on leads from your Website. To add another agent to your lead
manager visit https://leads.realgeeks.com/users/new 

First enter the primary email address of the agent, to see if they
already exist as a user in the Real Geeks Accounts.

{{ :lead_manager:new_agent_email_check.png?nolink |}}

If they are already in our Real Geeks Account system you will see their
name and be presented with a button to add them as an Agent and link
their account to your Lead Manager.

{{ :lead_manager:new_agent_found_email.png?nolink |}}

However, if 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
Lead Manager.  After you click “Add Agent” they will receive an email
with the temporary password inviting them to the Lead Manager.
 
{{ :lead_manager:new_agent_not_found_email.png?nolink |}}

Once they have been added the agent you are brought to a page where you
can edit any more detailed information about the agent (e.g. permissions
and notification settings).

{{ :lead_manager:new_agent_edit_details.png?nolink |}}
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