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=======CRM Lead Manager Checklist & Set Up Requirements=======

=====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}}

=====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.  Click [[agents|here]] for additional information.

**2. Configuring Email Integration and Email Sync
**  
  * Settings > Email Integration
  * Click [[email_integration|here]] 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
  * Click [[checklist_sms_text_feature|here]] 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

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