This shows you the differences between two versions of the page.
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accessing_lead_manager [2014/09/17 20:05] chris changed 'RealGeeks' to 'Real Geeks' |
accessing_lead_manager [2019/06/07 18:30] corey Removed outdated "to create an account" information |
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====== Accessing The Lead Manager ====== | ====== Accessing The Lead Manager ====== | ||
There have been some changes in how you sign in to the Real Geeks Lead | There have been some changes in how you sign in to the Real Geeks Lead | ||
- | Manager. We know for many of you the Lead Manager is pivotal in | + | Manager. We know for many of you the Lead Manager is pivotal in the |
- | day-to-day operation of your business so we wanted make sure your access | + | day-to-day operation of your business so we wanted to make sure your access |
to it is not interrupted. | to it is not interrupted. | ||
In the past, if you are the owner of a Site through us, you have one | In the past, if you are the owner of a Site through us, you have one | ||
- | email/password that you use to update your billing info and access your | + | email/password that you use to update your billing info and access your |
website’s content management system (CMS or “backend”). You also have a | website’s content management system (CMS or “backend”). You also have a | ||
separate email/password to access the Lead Manager for your site. | separate email/password to access the Lead Manager for your site. | ||
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Manager. | Manager. | ||
- | Now you only have to sign in once to access leads from any of your sites | + | Now you only have to sign in **once** to access leads from any of your sites |
- | in our Lead Manager. You will simply sign in using your Real Geeks | + | in our Lead Manager. You will simply sign in using your **Real Geeks |
- | Account, the same way you sign in to access or change your billing | + | Account**, the same way you sign in to access or change your billing |
information or your website’s content management system. This is | information or your website’s content management system. This is | ||
- | standard practice among any serious provider that has multiple services | + | standard practice among any serious provider that has multiple services. |
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If you have **never** seen a login screen like this before and have | If you have **never** seen a login screen like this before and have | ||
never **edited the blog/content for the Website** that captures leads, | never **edited the blog/content for the Website** that captures leads, | ||
- | or **managed billing info** with Real Geeks then you need to | + | or **managed billing info** with Real Geeks then enter the |
- | [[accessing_lead_manager#how_to_create_a_realgeeks_account_with_existing_lead_manager_credentials|create | + | email/password you normally used to sign in to the lead manager and we will |
- | a Real Geeks Account]]. However if you have performed any of those | + | create a RealGeeks Account for you. |
- | activities in the past then you probably already have a Real Geeks | + | However, if you have performed any of those activities in the past then you probably already have a Real Geeks Account. Simply enter the email/password for your Real Geeks Account. |
- | account. Simply enter the email/password for your Real Geeks Account. | + | |
If the credentials are correct you will be logged in as the last Lead | If the credentials are correct you will be logged in as the last Lead | ||
Manager agent you were using or brought to the list of Lead Manager | Manager agent you were using or brought to the list of Lead Manager | ||
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- | ====== How to create a Real Geeks account with existing lead manager | + | ====== How to create a Real Geeks account with existing lead manager credentials ====== |
- | credentials ====== | + | |
If you have **never** seen a login screen like this before and have | If you have **never** seen a login screen like this before and have | ||
never **edited the blog/content for the Website** that captures leads, | never **edited the blog/content for the Website** that captures leads, | ||
or **managed billing info** with Real Geeks then you need to create a | or **managed billing info** with Real Geeks then you need to create a | ||
**Real Geeks Account**. | **Real Geeks Account**. | ||
- | |||
- | To create an account simply visit | ||
- | https://leads.realgeeks.com/login/new_realgeeks_account and enter the | ||
- | email/password you normally use to log in to the Lead Manager. We will | ||
- | then create a Real Geeks Account for you using your old Lead Manager | ||
- | credentials. | ||
- | |||
- | {{ :lead_manager:create_rg_acct.png?nolink |}} | ||
Don’t worry if you have access to the Lead Manager for multiple websites | Don’t worry if you have access to the Lead Manager for multiple websites | ||
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the email or password for your Real Geeks Account later as well. | the email or password for your Real Geeks Account later as well. | ||
- | In the future you will be able to log in using the new Real Geeks Account | + | In the future, you will be able to log in using the new Real Geeks Account |
sign in page before accessing the Lead Manager. | sign in page before accessing the Lead Manager. | ||
- | If you can’t remember your password click the “I forgot my password to | + | If you can’t remember your password visit https://login.realgeeks.com/auth/forgot_password You will receive an email with a private link |
- | the Lead Manager” link. You will receive an email with a private link | + | |
where you can reset the password of the Lead Manager. | where you can reset the password of the Lead Manager. | ||
- | |||
- | {{ :lead_manager:create_rg_acct_forgot_pw_link.png?nolink |}} | ||
Once the password has been reset you can go back to | Once the password has been reset you can go back to | ||
- | https://leads.realgeeks.com/login/new_realgeeks_account and create the | + | https://leads.realgeeks.com and sign in using your new Password. |
- | Real Geeks Account using your new Password. | + | |
In the event that you **can’t remember the email** you used to sign in | In the event that you **can’t remember the email** you used to sign in | ||
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- | ====== How to link Lead Manager Agents from different Websites to your | + | ====== How to link Lead Manager Agents from different Websites to your SINGLE Real Geeks Account ====== |
- | SINGLE Real Geeks Account ====== | + | |
With a Real Geeks Account you can log in **once** to the Lead Manager and | With a Real Geeks Account you can log in **once** to the Lead Manager and | ||
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Once you have a Real Geeks Account and are logged in to the Lead Manager | Once you have a Real Geeks Account and are logged in to the Lead Manager | ||
- | visit https://leads.realgeeks.com/login/list or simply click the “Linked | + | visit https://leads.realgeeks.com/login/list or click your site's domain name at the top right of the page, then click "Add Site". |
- | Agents” at the top right of the page. | + | |
{{ :lead_manager:nav_linked_link.png?nolink |}} | {{ :lead_manager:nav_linked_link.png?nolink |}} | ||
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From this page you can view all the Lead Manager Agents from different | From this page you can view all the Lead Manager Agents from different | ||
Websites that are linked to your Real Geeks account. To link Lead | Websites that are linked to your Real Geeks account. To link Lead | ||
- | Manager Agents from another Website that you use, simply enter the | + | Manager Agents from another Website that you use, click "Add Account" then enter the |
email/password that you used to log in as that agent before required a | email/password that you used to log in as that agent before required a | ||
Real Geeks Account. | Real Geeks Account. | ||
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- | ====== How to switch between Lead Manager Agents and change the context | + | ====== How to switch between Lead Manager Agents and change the context of the current Site/Company ====== |
- | of the current Site/Company ====== | + | |
With a Real Geeks Account you can log in **once** to the Lead Manager and | With a Real Geeks Account you can log in **once** to the Lead Manager and | ||
- | switch across multiple websites with ease. In order to do this you need | + | switch across multiple websites with ease. In order to do this, you need |
to **link** all the Lead Manager Agents to your **single Real Geeks | to **link** all the Lead Manager Agents to your **single Real Geeks | ||
Account**. | Account**. | ||
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Once you have a Real Geeks Account and are logged in to the Lead Manager | Once you have a Real Geeks Account and are logged in to the Lead Manager | ||
visit https://leads.realgeeks.com/login/list or simply click the link | visit https://leads.realgeeks.com/login/list or simply click the link | ||
- | button in the top. | + | your site domain in the top right then click "Add Site" |
{{ :lead_manager:nav_linked_link.png?nolink |}} | {{ :lead_manager:nav_linked_link.png?nolink |}} | ||
- | From this page you can view all the Lead Manager Agents from different | + | From this page, you can view all the Lead Manager Agents from different |
Websites that are linked to your Real Geeks Account. Simply click the | Websites that are linked to your Real Geeks Account. Simply click the | ||
button “Log in as this Agent” to work on Leads for that Website. | button “Log in as this Agent” to work on Leads for that Website. | ||
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You can also switch between websites at any time in the lead manager by | You can also switch between websites at any time in the lead manager by | ||
- | selecting it from the menu in navigation bar at the top of the page. | + | selecting it from the menu in the navigation bar at the top of the page. |
{{ :lead_manager:nav_sites_dropdown.png?nolink |}} | {{ :lead_manager:nav_sites_dropdown.png?nolink |}} | ||
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====== How to add new Agents to the Lead Manager ====== | ====== How to add new Agents to the Lead Manager ====== | ||
- | As an Admin or Team Leader in the Lead Manager you can add new Agents to | + | As an Admin or Team Leader in the Lead Manager, you can add new Agents to |
work on leads from your Website. To add another agent to your lead | work on leads from your Website. To add another agent to your lead | ||
- | manager visit https://leads.reagleeks.com/users/new | + | manager visit https://leads.realgeeks.com/users/new |
First enter the primary email address of the agent, to see if they | First enter the primary email address of the agent, to see if they | ||
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{{ :lead_manager:new_agent_found_email.png?nolink |}} | {{ :lead_manager:new_agent_found_email.png?nolink |}} | ||
- | However if that email is not found in our Real Geeks Account system, | + | However, if that email is not found in our Real Geeks Account system, |
enter the first and last name of the Agent you would like to add to your | enter the first and last name of the Agent you would like to add to your | ||
Lead Manager. After you click “Add Agent” they will receive an email | Lead Manager. After you click “Add Agent” they will receive an email |