Team Management
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      Intro to CRM for Agent Users

      After watching the video below, be sure to check out the following guide to get started using your Real Geeks CRM to it's full potential: Agent User - Setup & Training Guide

       

      In this walkthrough training, you will learn how to:

      • Access your Real Geeks CRM (leads.realgeeks.com)
      • Use the different sections in your CRM
      • Upload your database
      • Set up your CRM Profile
      • Manage leads 
      • Set up saved searches for leads

      After viewing this walkthrough training, be sure to download the CRM Mobile App below!