CRM
CRM Settings & Customization
- Notification Preference Tiers
- Third Party Lead Sources
- How to Access the CRM
- Calendar
- CRM Settings
- CRM Profile
Communication
- Real Geeks Video Messaging
- Email Sunsetting
- Sold Listing Search and Update Emails
- Texting Overview
- Sign up Responder (Auto Responder) Text Messages
- Email Integration
Team Management
- Intro to CRM for Agents
- Lead Pond
- Adding Users (Agents/ Lenders) to the CRM
- CRM User Permissions
- Owner/Admin logging into an agent's account
- Lead Assignment
Lead Management
- Real Geeks 101: Uploading your Database
- Import Leads
- What is a Potential Seller Lead?
- New Flag
- Leads Tab
- Buyer Leads List
Lead Nurturing & Automation
Website
General Information
- Third-Party Site Designer Services
- Site Owner/ Admin - Setup & Training Guide
- Mortgage Calculator
- Image Size Requirements
- Polygon Map Search
- Configuring Site Widgets
Domain / DNS
Website Essentials
See all 13 articlesGlobal Settings
- Adding and Editing User Accounts
- Site Settings Overview
- Allow Lead to View More Properties Before Registration
- Login with Facebook
- Auto responder email
- Migrate to New Site Design
Page Types
See all 10 articlesCustomizing Pages
- Page Editor
- Display your Personal or Team Listings
- Embedding Youtube Videos
- Custom Capture Forms
- Inserting Images
- Linking Pages to the Sidebar
Blog
Site Analytics & Validation
- How to Get Your Site Indexed/Verified with Google Search Console
- How To Find Your Google Analytics Code
- How to set up Analytics Account and Goals
- How to Generate a Google Conversion Tag
- How to Pull in Google Adwords Keywords into a Lead's Source in the CRM
- How to Pull G-Tag and Event Snippet from Google Ad Words
Best Practices & Resources
Third Party Integrations
Inbound Integrations
Outbound Integrations
- Connect Real Geeks and Google Contacts with API Nation
- Connect Real Geeks and Google Sheets with API Nation
- Connect Real Geeks and iCloud Contacts with API Nation
- Connect Real Geeks and kvCORE with API Nation
- API Nation Integration
- Outgoing Leads API