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checklist_lead_manager [2016/10/04 23:16] samia |
checklist_lead_manager [2019/05/03 23:01] brittany [Quick Walk-through Video] |
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- | =======Lead Manager Checklist & 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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* 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/d_ELkAA7YDg" frameborder="0" allowfullscreen></iframe></html> |