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
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
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
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