checklist_lead_manager
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checklist_lead_manager [2019/05/03 23:01] brittany |
checklist_lead_manager [2019/05/03 23:06] brittany [Checklist] |
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| <html><iframe width="960" height="540" src="https://www.youtube.com/embed/d_ELkAA7YDg" frameborder="0" allowfullscreen></iframe></html> | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/d_ELkAA7YDg" frameborder="0" allowfullscreen></iframe></html> | ||
| - | 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. | + | 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 and Email Sync | **2. Configuring Email Integration and Email Sync | ||
checklist_lead_manager.txt ยท Last modified: 2019/05/03 23:07 by brittany
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