This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
checklist_lead_manager [2018/01/15 19:42] jeff [Lead Manager Checklist & Set Up Requirements] |
checklist_lead_manager [2019/05/03 23:07] (current) brittany [Checklist] |
||
---|---|---|---|
Line 1: | Line 1: | ||
=======CRM 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> | ||
+ | |||
+ | 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 10: | 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 29: | 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 | ||
Line 40: | Line 43: | ||
* 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 | ||
- | |||
- | |||
- | =====Quick Walk-through Video===== | ||
- | <html><iframe width="960" height="540" src="https://www.youtube.com/embed/d_ELkAA7YDg" frameborder="0" allowfullscreen></iframe></html> |