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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
- Understanding the CRM Dashboard and Real-Time Lead Feed
- 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
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 - A2P 10DLC
- 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