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checklist_lead_manager [2018/01/15 19:42]
jeff [Lead Manager Checklist & Set Up Requirements]
checklist_lead_manager [2019/05/03 23:07] (current)
brittany [Checklist]
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 =======CRM 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 and Email Sync **2. Configuring Email Integration and Email Sync
 **  ​ **  ​
   * Settings > Email Integration   * Settings > Email Integration
-  * Go here http://​docs.realgeeks.com/​email_integration for additional information ​+  * Click [[email_integration|here]] ​for additional information ​
  
 **3. Setting up Templates for Email and Text SMS Messaging **3. Setting up Templates for Email and Text SMS Messaging
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 ** **
   * Settings > Text Messaging   * Settings > Text Messaging
-  * Go here http://​docs.realgeeks.com/​checklist_sms_text_feature for additional information.+  * Click [[checklist_sms_text_feature|here]] ​for additional information.
  
 **6. Setting up Third Party Integrations **6. Setting up Third Party Integrations
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   * 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/​d_ELkAA7YDg"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​ 
checklist_lead_manager.1516045337.txt.gz · Last modified: 2018/01/15 19:42 by jeff