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accessing_lead_manager [2014/09/04 19:26]
chris
accessing_lead_manager [2019/11/21 20:43] (current)
corey Fixed the YouTube video at the top; minor grammar fixes
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 +<​html><​iframe width="​660"​ height="​440"​ src="​https://​www.youtube.com/​embed/​PVEss9KUvcs"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​
 +
 ====== Accessing The Lead Manager ====== ====== 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.
  
-====== Signing ​in to the Lead Manager ​with a RealGeeks ​Account ​======+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.
  
-To access the Lead Manager you must sign in using a **valid RealGeeks 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 RealGeeks then you need to [[accessing_lead_manager#​how_to_create_a_realgeeks_account_with_existing_lead_manager_credentials|create a RealGeeks Account]]. ​  ​However if you have performed any of those activities ​in the past then you probably already have a RealGeeks account. ​ Simply enter the email/​password for your RealGeeks 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 RealGeeks ​Account+====== Signing ​in to the Lead Manager ​with a Real Geeks Account ​======
  
-{{ :lead_manager:​linked_accounts_list.png?nolink |}}+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 |}}
  
-====== How to create a RealGeeks account with existing lead manager credentials ====== +If you have **never** seen a login screen like this before and have 
-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 RealGeeks ​then you need to create a **RealGeeks Account**.+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
  
-To create an account simply visit https://​leads.realgeeks.com/​login/​new_realgeeks_account and enter the email/​password you normally use to log in to the Lead Manager. ​ We will then create a RealGeeks Account for you using your old Lead Manager credentials +{{ :lead_manager:​linked_accounts_list.png?nolink |}}
  
-{{ :​lead_manager:​create_rg_acct.png?​nolink |}} 
  
-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 RealGeeks Account]] at any time. You can also change the email or password for your RealGeeks ​Account ​later as well.+====== 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**.
  
-In the future ​you will be able to log in using the new RealGeeks ​Account ​sign in page before accessing ​the Lead Manager.+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.
  
-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. ​+In the future, ​you will be able to log in using the new Real Geeks Account 
 +sign in page before accessing ​the Lead Manager.
  
-{{ :lead_manager:​create_rg_acct_forgot_pw_link.png?nolink |}}+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/​login/​new_realgeeks_account ​and create the RealGeeks Account ​using your new Password.+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]].+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 ​RealGeeks ​Account ======+====== How to link Lead Manager Agents from different Websites to your SINGLE ​Real Geeks Account ======
  
-With a RealGeeks ​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 ​RealGeeks ​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 thisyou need 
 +to **link** all the Lead Manager Agents to your **single ​Real Geeks 
 +Account**.  ​
  
-Once you have a RealGeeks ​Account and are logged in to the Lead Manager visit https://​leads.realgeeks.com/​login/​list or simply ​click the “Linked Agents” ​at the top right of the page. +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 |}} {{ :​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 RealGeeks ​account. ​ To link Lead Manager Agents from another Website that you use, simply ​enter the email/​password that you used to log in as that agent before required a RealGeeks ​Account.+From this pageyou 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 |}} {{ :​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. ​+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 |}} {{ :​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 RealGeeks ​Account using the new Password.+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]].+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 ====== ====== How to switch between Lead Manager Agents and change the context of the current Site/​Company ======
  
-With a RealGeeks ​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 ​RealGeeks ​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 thisyou need 
 +to **link** all the Lead Manager Agents to your **single ​Real Geeks 
 +Account**.  ​
  
-Once you have a RealGeeks ​Account and are logged in to the Lead Manager visit https://​leads.realgeeks.com/​login/​list or simply click the link button ​in the top +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 |}} {{ :​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 RealGeeks ​Account. ​ Simply click the button “Log in as this Agent” to work on Leads for that Website.  ​+From this pageyou 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 |}} {{ :​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 navigation bar at the top of the page.+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 |}} {{ :​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 work on leads from your Website. To add another agent to your lead manager visit https://​leads.reagleeks.com/​users/​new ​+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 
 +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 RealGeeks ​Accounts.+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 RealGeeks ​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.+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 RealGeeks ​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.+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 
 +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).
  
-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 |}}
  
  
accessing_lead_manager.1409858803.txt.gz · Last modified: 2014/09/04 19:26 by chris