This is an old revision of the document!
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.
Downloadable Checklist Here: checklist_lead_manager.pdf
1. Adding Users and Set Up (as an Admin)
2. Configuring Email Integration
3. Setting up Templates for Email and Text SMS Messaging
4. Setting up Lead Assignment for Agents and Lenders
5. Enable Text Messaging
6. Setting up Third Party Integrations
7. Adding Leads and Creating New Lead Sources