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Real Geeks Support Center
  1. Real Geeks
  2. CRM
  3. Team Management

Team Management

  • Intro to CRM for Agent Users
  • Lead Pond
  • Adding Users (Agents/ Lenders) to the CRM
  • CRM User Permissions
  • Owner/Admin logging into an agent's account
  • Lead Assignment
  • Assign Leads to Specific Agents
  • Create a Custom Round Robin
  • Geographic Round Robin
  • Lenders in the CRM/Lead Manager

Still need help?

Give us a call at (844) 311-4969 ext 2

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