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accessing_lead_manager [2014/09/04 19:40]
chris [Accessing The Lead Manager]
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 RealGeeks ​Lead Manager. ​ We know for many of you the Lead Manager is pivotal in day-to-day operation of your business so we wanted make sure your access to it is not interrupted.+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.  ​+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.+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 RealGeeks ​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+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 RealGeeks ​Account ======+====== Signing in to the Lead Manager with a Real Geeks Account ======
  
-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+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 |}} {{ :​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. ​+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.    
 +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. 
 +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 |}} {{ :​lead_manager:​linked_accounts_list.png?​nolink |}}
  
  
-====== How to create a RealGeeks ​account with existing lead manager credentials ====== +====== 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 RealGeeks ​then you need to create a **RealGeeks ​Account**.+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**.
  
-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 +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.
  
-{{ :​lead_manager:​create_rg_acct.png?nolink |}}+In the future, you will be able to log in using the new Real Geeks 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 RealGeeks Account]] at any time. You can also change ​the email or password ​for your RealGeeks Account later as well.+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
  
-In the future ​you will be able to log in using the new RealGeeks Account sign in page before accessing 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.
  
-If you can’t remember ​your password click the “I forgot my password ​to the Lead Manager” linkYou will receive an email with a private link where you can reset the password of the Lead Manager+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]].
  
-{{ :​lead_manager:​create_rg_acct_forgot_pw_link.png?​nolink |}} 
  
-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.+====== How to link Lead Manager Agents from different Websites ​to your SINGLE Real Geeks Account ======
  
-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]].+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 
-====== How to link Lead Manager Agents from different Websites to your SINGLE RealGeeks Account ====== +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"
- +
-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**. ​  +
- +
-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. +
  
 {{ :​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 |}}
Line 82: Line 136:
 ====== 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 |}} {{ :​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 |}} {{ :​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 |}} {{ :​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 |}} {{ :​lead_manager:​new_agent_edit_details.png?​nolink |}}
 +
  
accessing_lead_manager.1409859657.txt.gz · Last modified: 2014/09/04 19:40 by chris