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CRM

All external CRM/ Lead Manager docs.

CRM Settings & Customization

  • Notification Preference Tiers
  • Third-Party Integrations
  • How to Access the CRM
  • CRM Calendar
  • CRM Settings
  • CRM Profile
See all 9 articles

Communication

  • Real Geeks Video Messaging
  • Text Messaging & Signup Responder Templates
  • Real Geeks Automated Texting - SMS Compliance
  • Sending Text Messages from Real Geeks: Requirements effective September 2023
  • CRM Live Chat Templates
  • CRM Text Templates
See all 20 articles

Team Management

  • Intro to CRM for Agent Users
  • Lead Pond
  • Adding CRM Users
  • CRM User Permissions
  • Owner/Admin logging into an agent's account
  • Lead Assignment
See all 12 articles

Lead Management

  • CRM Bulk Actions
  • Import Leads in Bulk
  • What is a Potential Seller Lead?
  • New Flag
  • Buyer Leads List
  • Using the CRM Advanced Filters
See all 8 articles

Lead Nurturing & Automation

  • User's Guide for Reactive Responses
  • GeekAI Text (SMS) Assistant
  • Super Saved Search
  • Market Reports
  • Saved Searches
  • Saved Searches & Market Reports - Quick Start Guide

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