CRM Training 1: Personalize Your CRM


In this recorded walkthrough training (Aired:08/31/2021), you will learn how to:

  • Access your Real Geeks CRM (
  • Use the different sections in your CRM
  • Upload your database
  • Set up saved searches
  • Utilize the different CRM action buttons
  • Search in the CRM

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

View ALL of the recorded walkthrough training here:

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