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accessing_lead_manager [2014/09/17 20:05]
chris changed 'RealGeeks' to 'Real Geeks'
accessing_lead_manager [2019/11/21 20:43]
corey Fixed the YouTube video at the top; minor grammar fixes
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 +<​html><​iframe width="​660"​ height="​440"​ src="​https://​www.youtube.com/​embed/​PVEss9KUvcs"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​
 +
 ====== 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 
-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 +Howeverif 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 futureyou 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
-switch across multiple websites with ease.  In order to do this you need+switch across multiple websites with ease.  In order to do thisyou 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**.  ​
  
 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 |}}
  
-From this page you can view all the Lead Manager Agents from different+From this pageyou 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 thisyou 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 pageyou 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 Manageryou 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,+Howeverif 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
accessing_lead_manager.txt · Last modified: 2019/11/21 20:43 by corey