accessing_lead_manager
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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accessing_lead_manager [2014/09/18 23:25] chris |
accessing_lead_manager [2018/05/11 19:24] derrick |
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| + | {{youtube>PVEss9KUvcs?medium}} | ||
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| ====== Accessing The Lead Manager ====== | ====== Accessing The Lead Manager ====== | ||
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| 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 enter the | or **managed billing info** with Real Geeks then enter the | ||
| - | email/password you normally used to sing in to the lead manager and we will | + | email/password you normally used to sign in to the lead manager and we will |
| create a RealGeeks Account for you. | create a RealGeeks Account for you. | ||
| However if you have performed any of those activities in the past then | However if you have performed any of those activities in the past then | ||
| Line 58: | Line 60: | ||
| then create a Real Geeks Account for you using your old Lead Manager | then create a Real Geeks Account for you using your old Lead Manager | ||
| credentials. | 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 | ||
| Line 70: | Line 70: | ||
| 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://leads.realgeeks.com/login/password/forgot 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 | ||
| Line 93: | Line 89: | ||
| 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 |}} | ||
| Line 100: | Line 95: | ||
| 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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| 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 |}} | ||
| Line 150: | Line 145: | ||
| 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 | ||
accessing_lead_manager.txt · Last modified: 2020/05/28 20:39 by michaels
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