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checklist_lead_manager [2016/06/24 02:03]
samia
checklist_lead_manager [2018/01/15 19:42]
jeff [Lead Manager Checklist & Set Up Requirements]
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-=======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 
-**  ​ 
-  * Settings > Email Integration 
-  * Go here http://​docs.realgeeks.com/​email_integration for additional information ​ 
- 
-**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 
-** 
-  * Settings > Text Messaging 
-  * Go here http://​docs.realgeeks.com/​checklist_sms_text_feature for additional information. 
- 
-**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===== 
-<​html><​iframe width="​960"​ height="​540"​ src="​https://​www.youtube.com/​embed/​d_ELkAA7YDg"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​ 
checklist_lead_manager.txt ยท Last modified: 2018/01/15 19:42 by jeff