❏ Database Upload
Send your contacts to email@example.com and we can import them into your CRM for you.
Or upload your contacts on your own by following the instructions here.
❏ CRM Communication Tools
Complete your CRM Setup Checklist here to start using your CRM communication tools.
Need help navigating your CRM? Attend a LIVE step-by-step walkthrough here.
Or watch the replay at your convenience: Personalize Your CRM & Leverage Your Database
❏ Engage Your Leads
Using the eBlast feature, introduce your contacts to your new website by sending an email to all of them at once.
Feel free to start with our introductory eBlast template, which can be copied here.
❏ Saved Searches
Keep your clients coming back to your website by setting them up on Saved Searches and Market Reports.
Check out this guide and put your Real Geeks website to work delivering the information your clients’ are searching for.
❏ Texting Leads
Texting is the communication form with the highest contact rate, start utilizing this feature today!
Learn more about setting up your texting feature here.
❏ Product Walkthroughs
Need help setting things up? Learn how to effectively generate and engage leads with the Real Geeks platform.
Attend LIVE step-by-step Product Walkthroughs: realgeeks.com/walkthroughs
Or watch a replay at your convenience: realgeeks.com/walkthroughs/replay
❏ Become a Power User
Connect with other agents and stay up to date on all things Real Geeks by joining our Facebook community here.
Hear how experienced Real Geeks users leverage the platform to great success by visiting training.realgeeks.com.
Let us know if you have any questions!
Our support team is available weekdays 8 am-8 pm CST, and Saturday 8 am-4 pm CST.
firstname.lastname@example.org | 844-311-4969 (option 2)