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CRM/ Lead Manager

All external CRM/ Lead Manager docs.

Leads

  • Lead Pond
  • Creating Saved Searches and Market Reports for Leads (Property Update)
  • Import Leads
  • Leads Tab
  • Exporting Leads
  • Buyer Leads List

Communication

  • Opt-Out types
  • Sign up Responder (Auto Responder) Text Messages
  • Type of Real Geeks Emails
  • Postcards
  • Save Searches from the CRM
  • Merge Fields
See all 10 articles

Organization

  • Create a Custom Round Robin
  • Agent Only Lead Manager Walkthrough
  • New Flag
  • How to Use Tags to Filter and Manage Your Leads
  • How to use the advanced search filters in the Lead Manager
  • Live Feed
See all 9 articles

Calendar

  • Calendar

Settings

  • Notification Preference Tiers
  • Live Chat Feature
  • Assign Leads to Specific Agents
  • Lead Manager: User Permissions
  • CRM Settings
  • Notifications
See all 17 articles

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