Adding Users (Agents/Lenders) to the CRM

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The Users tab allows you to see all Users in the Lead Manager. This is only visible to Admins. The types of Users are Agents, Admins, Team Leaders and Lenders. However, when choosing their Role during a new user setup, you'll only see Agent or Lender.

Creating Users

Please Note: If you have one agent leaving and want to replace them with a new agent, DO NOT replace the old agent's email address in the Lead Manager with the new agent's email address. Instead, please see below under “Deleting Users”.

1. To create a new agent, admin or lender, click the New User button near the top right.

2. In the field that appears, enter the email address for your new User. This will be their login email address.

3. If the User already has an existing Real Geeks account, perhaps through another company, you can go ahead and add them. You'll want to select either Agent or Lender for their Role. If they will need to be an Admin, whether or not they are a licensed agent, you can select “Agent” for their Role.

Click the “Add Existing Real Geeks Account” to connect them to your Lead Manager. It is common for Users to have access to multiple websites with a single email address.

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If the person is not an existing User, you will need to enter their First and Last Name before selecting their Role.

Note: Real Geeks User Profiles are intended to be owned by the User. When setting them up, you have the ability to see their temporary password by clicking the “Show Password” button. You might want to copy this and save it along with the User's login email address in the event they do not receive the automatic email that is sent to them with their password. After the User changes their password, you (the Admin) will not have access to their password unless you have access to their login email account.

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Email Signature

After adding the new User, you will be brought to their Edit page. You'll want to add the new User's signature in the Email Signature field as this is the signature that will appear on their Property Update emails.

Permissions

This is where you can select whether or not this person is an Admin as well as any other permissions they should have such as the ability to Delete or Export leads. If you choose not to allow the new User to access their Notifications, you will need to set their notifications for them under the Notifications setting.

All changes here will automatically save. Your new User should receive an email with their login information and temporary password. If they do not receive this, and you did not save their temporary password, please have the new User go to https://leads.realgeeks.com, enter their login email address and click “Forgot Your Password”. A time-sensitive email will be sent to them with instructions for resetting their password.

Notifications

There are two sections. The first one is the notifications that your user will receive. The second one is for you if you want to recieve the same notifications as your user.

Browser Notifications

If you want notifications to appear on your computer screen, click the “Yes, please” button.

Deleting Users

When a User leaves your company, there may be a few things you'll need to do before removing them from your Account.

Does this User have leads that are assigned to them? If so, you will want to make sure their leads and any scheduled follow-ups are reassigned to another User. 

This can be done directly under the agent's tab by clicking the "Delete" button in the top-right corner of the User's page

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Once this has been clicked, you have the option to assign your leads to a specific user or have the leads go through one of your Round Robin systems to evenly distribute the leads to your available users.  

You may also assign a User to obtain ownership of the previous user's scheduled follow-ups for the client (You may also choose to delete these follow-ups for the agent as well)

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