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CRM
Expert tips, guides, and troubleshooting to help run your business with the Real Geeks CRM
Lead Management
- Google Contacts Import
- CRM Bulk Actions
- Buyer Leads List
- What is a Potential Seller Lead?
- Using the CRM Advanced Filters
- Manage and Identify Leads with Tags
- Import Leads in Bulk
- New Flag
- Exporting Leads
- Lead Prioritization with the Lead Feed, Powered by Real Intelligence
- Managing Bad or Incorrect Contact Information in Real Geeks
CRM Settings & Customization
- Notifications
- Third-Party Integrations
- Notification Preference Tiers
- Optimizing Your CRM Profile
- Customize Your CRM
- How to Access the Real Geeks CRM
- CRM Settings
- CRM Calendar
- Notification Types
- Realtor.com
- Agent Assistant
- Smart Alto
- Riley - Real Estate Concierge
Communication
- Sign Up Responder Texts
- Email Integration - Streamline Email Communication in the Real Geeks CRM
- Real Geeks Lead Manager Templates
- Real Geeks Automated Texting - SMS Compliance
- How to Register a Local Texting Number with Real Geeks
- Sold Listing Search and Update Emails
- Texting Overview
- Postcards
- CRM Email Templates
- Opt-Out types
- Lead Manager Custom SMTP Settings
- CRM Live Feed
- Real Geeks Automated Emails - Overview
- Real Geeks Send User Agreement
- CRM Text Templates
- Real Geeks Video Messaging
- Merge Fields
- Email Tab Overview
- Connecting Yahoo or AOL Email to Real Geeks CRM
- CRM Live Chat Templates
- Live Chat Feature
- TCPA One-to-One Rule
Lead Nurturing & Automation
- Saved Searches
- GeekAI Text (SMS) Assistant
- Market Reports
- User's Guide for Reactive Responses
- Super Saved Search
- Property Updates - Saved Searches & Market Report
- Texting Best Practices: Ensure Your Messages Reach & Engage Leads
Team Management
- Assign Leads to Specific Agents
- Geographic Round Robin
- Lead Assignment
- CRM Agent Stats
- CRM User Permissions
- Adding CRM Users
- CRM Agent Activity
- Owner/Admin logging into an agent's account
- Lead Pond
- Intro to CRM for Agent Users
- Create a Custom Round Robin
- Lenders in the CRM/Lead Manager