CRM Walkthrough 1: Personalize Your CRM

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In this recorded CRM walkthrough (aired: 8/30/2022), you will learn how to:

  • Access your Real Geeks CRM → leads.realgeeks.com
  • Upload your database
  • Complete your CRM profile and notification preferences
  • Enable text messaging 
  • Learn how to access communication and customization settings

 

To sign up for the LIVE version of this walkthrough, click here.

View ALL recorded walkthroughs here: Recorded Walkthroughs

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