Site Owner/ Admin - Setup & Training Guide

Walkthrough Training

Register for the following Real Geeks Walkthroughs to kick-start your platform setup with step-by-step help from Real Geeks experts. To view recorded versions of the walkthroughs below, click here.

1. Attend your Kick-Off call (scheduled during sign-up) for your introduction to the platform. 
2. Website Training 1: Personalize Your Website
3. CRM Training 1: Personalize Your CRM and Leverage Your Database
4. CRM Training 2: Setting Up Communications and Leveraging Auto Responders

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Website Setup

Set up the basics on your website by clicking the links below. Each will open in a new tab. Come back to this list when you are ready to continue!

1. Complete your MLS approval steps 
2. Complete the Website Setup Wizard
3. Pick and purchase a domain 
4. Launch your website

Will anyone else be editing your Website? If so, be sure to:

1. Add User Accounts
2. Select and Enable Website Permissions

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CRM Setup

Get your CRM up and running by clicking the links below. Each of these will also open in a new tab. Come back to this list when you are ready to move on!

1. Edit Your Profile
2. Import Your Database
3. Create Your First Saved Search for a Lead
4. Enable Text Messaging
5. Enable Website Chat 
6. Review Email, Text, & Chat Templates
7. Customize Your CRM
8. Set up third-party integrations (if applicable)
9. Download the CRM Mobile App

Will anyone else be using the CRM? If so, be sure to:

1. Add Team Members to Your CRM
2. Set Lead Assignment Rules (if applicable)
3. Configure Lead Ponds (if applicable)

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Real Geeks Help Center

support.realgeeks.com/hc/en-us 

Our searchable knowledge base includes articles, tutorial videos, and step-by-step instructions. 

Explore the following sections in the Real Geeks Help Center to review key items as you're getting started with the platform.

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Additional Resources

Real Geeks Support

Submit ticket requests to our support staff, or give us a call so we can assist you with any technical-related questions or requests!

Contact Us:

support@realgeeks.com | (844) 311-4969 ext 2 

Monday - Friday: 8 am - 8 pm CST 

Real Geeks Facebook Mastermind Group

facebook.com/groups/309162685782715 

Our official user community - join the conversation! Collaborate with other users and discuss general real estate topics as well as topics related to the Real Geeks platform. 

Questions?

If you have any questions, please reach out to our support team via email at support@realgeeks.com or by phone at (844) 311-4969 ext 2.

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