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checklist_lead_manager [2016/06/23 03:14]
samia
checklist_lead_manager [2019/05/03 23:06]
brittany [Checklist]
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-=======Lead Manager Checklist & Set Up Requirements=======+=======CRM Lead Manager Checklist & Set Up Requirements=======
  
-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.+=====Quick Walk-through Video===== 
 +<​html><​iframe width="​960"​ height="​540"​ src="​https://​www.youtube.com/​embed/​d_ELkAA7YDg"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​ 
 + 
 +Below you can find our step-by-step checklist to help you get started with the Real Geeks Lead Manager.
  
 Downloadable Checklist Here: {{:​checklist_lead_manager.pdf}} Downloadable Checklist Here: {{:​checklist_lead_manager.pdf}}
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 **  ​ **  ​
   * Users > New User   * Users > New User
-  * A temporary password and username will be sent to the user via email. This password will only be accessible by the user.  ​Go here http://​docs.realgeeks.com/​agents for additional information.+  * A temporary password and username will be sent to the user via email. This password will only be accessible by the user.  ​Click[[agents|here]] ​for additional information.
  
-**2. Configuring Email Integration+**2. Configuring Email Integration ​and Email Sync
 **  ​ **  ​
   * Settings > Email Integration   * Settings > Email Integration
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   * Leads > New   * Leads > New
   * Here you can do a bulk lead import, add an agent, and create a new lead source   * Here you can do a bulk lead import, add an agent, and create a new lead source
- 
- 
- 
-=====Quick Walk-through Video===== 
-<​html><​iframe width="​960"​ height="​540"​ src="​https://​www.youtube.com/​embed/​Y8YzE-WubwM"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​ 
  
checklist_lead_manager.txt · Last modified: 2019/05/03 23:07 by brittany