User Tools

Site Tools


checklist_lead_manager

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
checklist_lead_manager [2019/05/03 23:01]
brittany
checklist_lead_manager [2019/05/03 23:07]
brittany [Checklist]
Line 4: Line 4:
 <​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}}
Line 13: Line 13:
 **  ​ **  ​
   * 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
 **  ​ **  ​
   * Settings > Email Integration   * Settings > Email Integration
-  * Go here http://​docs.realgeeks.com/​email_integration for additional information ​+  * Click [[email_integration|here]] ​for additional information ​
  
 **3. Setting up Templates for Email and Text SMS Messaging **3. Setting up Templates for Email and Text SMS Messaging
Line 32: Line 32:
 ** **
   * Settings > Text Messaging   * Settings > Text Messaging
-  * Go here http://​docs.realgeeks.com/​checklist_sms_text_feature for additional information.+  * Click [[checklist_sms_text_feature|here]] ​for additional information.
  
 **6. Setting up Third Party Integrations **6. Setting up Third Party Integrations
checklist_lead_manager.txt ยท Last modified: 2019/05/03 23:07 by brittany