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CRM

All external CRM/ Lead Manager docs.

CRM Settings & Customization

  • Notification Preference Tiers
  • Third Party Lead Sources
  • How to Access the CRM
  • Calendar
  • CRM Settings
  • CRM Profile
See all 9 articles

Communication

  • Real Geeks Video Messaging
  • Email Sunsetting
  • Sold Listing Search and Update Emails
  • Texting Overview
  • Sign up Responder (Auto Responder) Text Messages
  • Email Integration
See all 16 articles

Team Management

  • Intro to CRM for Agents
  • Lead Pond
  • Adding Users (Agents/ Lenders) to the CRM
  • CRM User Permissions
  • Owner/Admin logging into an agent's account
  • Lead Assignment
See all 10 articles

Lead Management

  • Real Geeks 101: Uploading your Database
  • Import Leads
  • What is a Potential Seller Lead?
  • New Flag
  • Leads Tab
  • Buyer Leads List
See all 10 articles

Lead Nurturing & Automation

  • GeekAI Texting Assistant
  • Creating Saved Searches and Market Reports for Leads (Property Update)
  • Save Searches from the CRM

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