CRM/ Lead Manager
All external CRM/ Lead Manager docs.
Leads
Communication
- Opt-Out types
- Sign up Responder (Auto Responder) Text Messages
- Type of Real Geeks Emails
- Postcards
- Save Searches from the CRM
- Merge Fields
Organization
- 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
- Geographic Round Robin
Calendar
Settings
- Notification Preference Tiers
- Live Chat Feature
- Assign Leads to Specific Agents
- Lead Manager: User Permissions
- CRM Settings
- Notifications