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CRM
Tips, guides, and troubleshooting to help run your business with the Real Geeks CRM
Dashboard
Leads
- Geek Verified Leads - Phone Verification to Get Real Phone Numbers
- Geek Verified Leads - What do the Lock and Checkmark Symbols Mean?
- Set Up Idle Lead Reassignment in Real Geeks
- Import Your Google Contacts into the CRM
- Bulk Actions - Update Multiple Leads at Once
- Secondary Contacts - Share Property Updates with Multiple People
- How to Filter Leads by Workflow Campaign in the CRM
- How to Delete Leads in the Real Geeks CRM
- How to Assign Leads in Bulk
- Buyer's List - Show Your Active Buyers List to Sellers
- New Lead Flag (Status) in the Real Geeks Lead Manager
- What Are Address Only Leads in the Real Geeks CRM?
- CRM Filters - Organize Contacts and Prioritize Follow-Up Faster
- Tags - Organize and Find Leads in the CRM
- Import Leads in Bulk to Your CRM
- Export Leads From Your CRM to a Spreadsheet
- Managing Leads with Bad or Missing Contact Information
Inbox
- Email Integration - How to Connect Your Email to the Real Geeks CRM
- Texting Integration - Complete Guide to Texting Through the Real Geeks CRM
- Live Chat - Talk to Leads While They Browse Your Website
- Sign Up Responder - Send an Automated Text to Engage Your Leads After Sign up
- The Real Geeks Dialer: Call Leads from Your CRM
- How to Add Phone Numbers to a Contacs in Your CRM
- Use Email, Text, and Chat Templates in Your CRM
- Follow SMS Compliance Rules for Automated Texting
- Register Your Local Texting Number in Real Geeks (A2P 10DLC)
- Send Custom Postcards to Leads Through Real Geeks
- Email Templates - Create and Save Email Templates in Your CRM
- How to Set Up Other SMTP Email in Real Geeks
- Skyslope - Send Agreements to Clients through Real Geeks & Skyslope
- Use Text Templates to Message Leads Faster
- Video Messaging - Record and Send Video Messages with Real Geeks
- Merge Fields - Personalize Your Messages in the CRM
- Real Geeks Email Inbox Overview
- Connect Your Yahoo or AOL Email to the Real Geeks CRM
- Live Chat Templates in Real Geeks CRM
- TCPA Texting & Calling Rules: What Real Geeks Users Need to Know - January 27, 2025
- Design & Print Studio - Overview Guide
- Understanding Lead Opt-Out Settings in the Lead Manager
Automations
- Workflows - Automate Your Lead Follow-Up
- Saved Searches - Send Property Update Emails
- Geek AI - AI-Powered Texting and Lead Qualification
- Market Reports - Share Local Market Activity with Automated Reports
- Reactive Responses - Automated Texts Based on Website Activity
- Saved Searches and Market Reports - Automated Property Updates for Your Leads
- Texting Best Practices to Ensure Your Messages Reach Leads
- How to Set Up a Sold Saved Search for a Lead
Users
- Add Users - Add and Manage CRM Access
- Lead Assignment - Distribute New Leads to the Right Agent
- Direct Lead Routing – Send Leads to a Specific Agent
- Assign Leads by Location With the Geographic Round Robin
- How to Log In as Another User in the CRM (Admin Guide)
- Lead Ponds - Create Shared Lead Pools for Your Team
- Add a Lender - Give Lending Partners Access to Your CRM