CRM
All external CRM/ Lead Manager docs.
CRM Settings & Customization
- Notification Preference Tiers
- Third Party Integrations
- How to Access the CRM
- Calendar
- CRM Settings
- CRM Profile
Communication
- Real Geeks Video Messaging
- Text Messaging & Signup Responder Templates
- Email Sunsetting
- Sold Listing Search and Update Emails
- Sign up Responder (Auto Responder) Text Messages
- Email Integration
Team Management
- Intro to CRM for Agent Users
- Lead Pond
- Adding Users (Agents/ Lenders) to the CRM
- CRM User Permissions
- Owner/Admin logging into an agent's account
- Lead Assignment
Lead Management
- Import Leads in Bulk
- What is a Potential Seller Lead?
- New Flag
- Buyer Leads List
- Advanced Search Filters
- How to use the advanced search filters in the Lead Manager