checklist_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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checklist_lead_manager [2016/06/24 02:03] samia |
checklist_lead_manager [2018/01/15 19:42] jeff [Lead Manager Checklist & Set Up Requirements] |
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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. | 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. | ||
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| * 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. Go here http://docs.realgeeks.com/agents for additional information. | ||
| - | **2. Configuring Email Integration | + | **2. Configuring Email Integration and Email Sync |
| ** | ** | ||
| * Settings > Email Integration | * Settings > Email Integration | ||
checklist_lead_manager.txt ยท Last modified: 2019/05/03 23:07 by brittany
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