This is an old revision of the document!
Below you can find our step-by-step checklist to help you get started in setting up the Real Geeks SMS texting feature.
Downloadable Checklist Here: checklist_sms_text_feature.pdf
1. Site Owner should Enable the Tool in Lead Manager (Texting feature is free)
2. Enter Agent(s) Routing Numbers
3. Add Company Texting Phone Number
4. Review Autoresponder Text Delivery
5. Create individual Sign Up Responder Texts to Respond Back to Leads
6. Create Text templates
7. Watch Our Detailed Lead Manager Texting “How to” Video
1. Add your SMS Text Email Address
2. Locate and Enable Notifications
IMPORTANT NOTE: You will need to do this for EACH agent that wants to receive text notifications.