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checklist_lead_manager

CRM Lead Manager Checklist & Set Up Requirements

Below you can find our step-by-step checklist followed by a quick walk-through video 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. Go here http://docs.realgeeks.com/agents for additional information.

2. Configuring Email Integration and Email Sync

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

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

Quick Walk-through Video

checklist_lead_manager.txt · Last modified: 2018/01/15 19:42 by jeff