Intro to CRM for Agent Users


After watching the video below, be sure to check out the following guide to get started using your Real Geeks CRM to it's full potential: Agent User - Setup & Training Guide 

In this walkthrough training, you will learn how to:

  • Access your Real Geeks CRM (
  • Use the different sections in your CRM
  • Upload your database
  • Set up your CRM Profile
  • Manage leads 
  • Set up saved searches for leads

After viewing this walkthrough training, be sure to download the CRM Mobile App below

The Real Geeks CRM App makes it easy to stay up to date and connect with your clients while on the go. Track lead activity with instant push notifications, stay organized, and quickly contact leads all within this easy-to-use application. To learn more about the CRM Mobile App, click here.  




Was this article helpful?
2 out of 3 found this helpful