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checklist_lead_manager [2016/06/23 03:12] samia |
checklist_lead_manager [2019/05/03 23:06] brittany [Checklist] |
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- | =======Lead Manager Checklist and Set Up Requirements======= | + | =======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. | + | =====Quick Walk-through Video===== |
+ | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/d_ELkAA7YDg" frameborder="0" allowfullscreen></iframe></html> | ||
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+ | Below you can find our step-by-step checklist to help you get started with the Real Geeks Lead Manager. | ||
Downloadable Checklist Here: {{:checklist_lead_manager.pdf}} | Downloadable Checklist Here: {{:checklist_lead_manager.pdf}} | ||
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** | ** | ||
* Users > New User | * 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. | + | * A temporary password and username will be sent to the user via email. This password will only be accessible by the user. Click[[agents|here]] for additional information. |
- | **2. Configuring Email Integration | + | **2. Configuring Email Integration and Email Sync |
** | ** | ||
* Settings > Email Integration | * Settings > Email Integration | ||
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* Leads > New | * Leads > New | ||
* Here you can do a bulk lead import, add an agent, and create a new lead source | * Here you can do a bulk lead import, add an agent, and create a new lead source | ||
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- | =====Quick Walk-through Video===== | ||
- | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/Y8YzE-WubwM" frameborder="0" allowfullscreen></iframe></html> | ||