How to Navigate the Real Geeks Lead Manager

Welcome to your Real Geeks CRM! This is your main workspace for keeping track of leads, following up, and growing your business. Think of it as your personal assistant. It helps you stay organized, manage your time, and keep all your conversations in one place.

🎥 Watch our Video Tour:

---

Table of Contents

This article includes the following sections:

• Working Your Leads
• Communication Tools & Settings
• Staying Organized
• Managing Your System
• Marketing and Lead Generation
• Learning & Support
  
  

---

Working Your Leads

Your CRM is where you can see who’s in your contact list, watch what they’re doing on your website, and start conversations to build relationships with them.

• Dashboard: This is your home base for lead follow-up. Check it daily for new activity, overdue tasks, and lead updates. You can track your own progress in Agent Stats.
• Leads List: See all of your leads in one place. You can filter, sort, and save groups of contacts (like “new buyers” or “active sellers”) so you always know who to follow up with.
• Lead Profile: Click a lead’s name to open their profile. This is where you’ll work directly with that contact—see the homes they’ve viewed, your message history, and other details that help you follow up efficiently.

_{Back to top}

---

Communication Tools & Settings

This area helps you manage how you communicate. You can send messages, check what’s been sent, and adjust settings to stay connected.

• Email Inbox: Send and read emails.
• Message Templates: Create message templates to reuse emails, texts, or chats for quick follow-ups.
• Eblast History: Review emails you’ve sent to groups of contacts.
• Video Library: Upload videos to send personal video messages to your contacts.
• Postcard Tool: Create and send physical postcards to your contacts.
• Message Settings: Make sure your email, texting, and chat tools are connected and working.

_{Back to top}

---

Staying Organized

Use these tools to stay on schedule and make sure no lead gets overlooked.

• Calendar View: View your appointments and sync with Google or Microsoft Calendar.
• Follow-Up List: See which leads you should reach out to next.
• Workflows: Create or edit automated follow-ups. Browse the Workflow Library for ready-made templates.
• Reactive Response Library: Set up automatic messages that respond to lead activity.

_{Back to top}

---

Managing Your System

These tools let you customize and control how your CRM works.

• Users List: Add or manage team members.
• Lead Assignment Settings: Decide how new leads are shared.
• CRM Profile: Update your photo, contact info, and email signature.
• Notification Settings: Adjust alerts so you never miss an update.
• Third-Party Integrations: Connect your CRM to tools like email, calendars, or marketing apps.
• CRM Customize: Create sources, round robins, and tags to organize your leads.
• Lead Import Tool: Quickly upload contacts to the CRM, giving your contacts easy access to your website

_{Back to top}

---

Marketing and Lead Generation

Once your CRM is set up, you can start attracting new leads.

• Real Geeks Facebook Tool: Create Facebook ads directly from your Real Geeks system.
• Managed Marketing: Let Real Geeks handle your ads for you so you can focus on following up with leads and closing deals.

_{Back to top}

---

Learning & Support

Need help or want to learn more? Click the Help & Support button in your CRM to find everything in one place:

• Real Geeks University for quick video lessons
• Real Geeks Mastermind Facebook Group to connect with other agents
• Live Coaching Events for live training
• Real Geeks Support for tech help:
  📞 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
  📧 support@realgeeks.com

_{Back to top}