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Back to home
Real Geeks Help Center
CRM
Getting started
Get Started with Lead Generation
Get Started with the CRM
Getting Started
Get Started with Your Website
Additional Training
Real Geeks University
Best Practices & Resources
Real Geeks 101 Training
Templates
Coaching
Scripts
Website
Website Customization
Website Settings
Analytics & Site Verification
General Information
Page Types
Blog
Domain & DNS
Working with Pages
Moveto Mobile App
CRM
Communication
Team Management
CRM Settings & Customization
Lead Nurturing & Automation
CRM Mobile App
Lead Management
Lead Generation
Facebook Marketing Tool
Drip / Workflow Automation
Workflows
eBlasts
Email/SMS
Third Party Integrations
Outbound Integrations
Inbound Integrations
Billing
Billing Help
Product Updates & Changelog
Product Updates & Changelog
Ask Us Anything
Watch Recordings
Real Geeks Managed Marketing
Facebook Marketing
Google Ads (PPC) Marketing
CRM
Expert tips, guides, and troubleshooting to help run your business with the Real Geeks CRM
Communication
Sign Up Responder Texts
Email Integration - Streamline Email Communication in the Real Geeks CRM
Real Geeks Lead Manager Templates
Real Geeks Automated Texting - SMS Compliance
How to Register a Local Texting Number with Real Geeks
Sold Listing Search and Update Emails
Texting Overview
Postcards
CRM Email Templates
Opt-Out types
Lead Manager Custom SMTP Settings
CRM Live Feed
Real Geeks Automated Emails - Overview
Real Geeks Send User Agreement
CRM Text Templates
Real Geeks Video Messaging
Merge Fields
Email Tab Overview
Connecting Yahoo or AOL Email to Real Geeks CRM
CRM Live Chat Templates
Live Chat Feature
TCPA One-to-One Rule
See more
Team Management
Assign Leads to Specific Agents
Geographic Round Robin
Lead Assignment
CRM Agent Stats
CRM User Permissions
Adding CRM Users
CRM Agent Activity
Owner/Admin logging into an agent's account
Lead Pond
Intro to CRM for Agent Users
Create a Custom Round Robin
Lenders in the CRM/Lead Manager
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CRM Settings & Customization
Notifications
Third-Party Integrations
Notification Preference Tiers
Optimizing Your CRM Profile
Customize Your CRM
How to Access the Real Geeks CRM
CRM Settings
CRM Calendar
Notification Types
Realtor.com
Agent Assistant
Smart Alto
Riley - Real Estate Concierge
See more
Lead Nurturing & Automation
Saved Searches
Market Reports
GeekAI Text (SMS) Assistant
User's Guide for Reactive Responses
Super Saved Search
Property Updates - Saved Searches & Market Report
Texting Best Practices: Ensure Your Messages Reach & Engage Leads
See more
CRM Mobile App
Notes & Follow-Ups in the CRM App
CRM App Overview
Managing Leads in the CRM App
Push Notifications in the CRM App
Communicating With Leads in the CRM App
See more
Lead Management
Google Contacts Import
CRM Bulk Actions
Buyer Leads List
What is a Potential Seller Lead?
Using the CRM Advanced Filters
Manage and Identify Leads with Tags
Import Leads in Bulk
New Flag
Exporting Leads
Real Intelligence Lead Prioritization
See more
