CRM/ Lead Manager
All external CRM/ Lead Manager docs.
Leads
Communication
- Real Geeks Video Messaging
- (BETA) AI Texting Assistant
- Opt-Out types
- Sign up Responder (Auto Responder) Text Messages
- Type of Real Geeks Emails
- Postcards
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
Calendar
Settings
- Notification Preference Tiers
- Live Chat Feature
- Assign Leads to Specific Agents
- Lead Manager: User Permissions
- CRM Settings
- Notifications