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Real Geeks Setup & Training Guide for New Site Owners and Admins

How do I get started with Real Geeks as a Site Owner?

To get started with Real Geeks as a Site Owner, complete four steps in order: register for Real Geeks University video learning courses, set up your website, set up your CRM, and contact support if you need help. Follow the sections below for a checklist of every action required in each step.

  1. Register for our free video learning courses
  2. Set up your Website
  3. Set up your CRM
  4. Success Training
  5. Ask Questions


Website Setup

Set up the basics on your website by clicking the links below. Each will open in a new tab. Come back to this list when you are ready to continue!

  1. Complete your MLS approval steps 
  2. Complete the Website Setup Wizard
  3. Pick and purchase a domain 
  4. Launch your website

Will anyone else be editing your website? If so, be sure to:

  1. Add User Accounts

How do I set up my Real Geeks CRM?

Get your CRM up and running by clicking the links below. Each of these will also open in a new tab. Come back to this list when you are ready to move on!

  1. Edit Your Profile
  2. Import Your Database
  3. Create Your First Saved Search for a Lead
  4. Enable Text Messaging
  5. Enable Website Chat 
  6. Review Email, Text, & Chat Templates
  7. Customize Your CRM
  8. Set up third-party integrations (if applicable)
  9. Download the CRM Mobile App

Will anyone else be using the CRM? If so, be sure to:

  1. Add Team Members to Your CRM
  2. Set Lead Assignment Rules (if applicable)
  3. Configure Lead Ponds (if applicable)

Where can I find Real Geeks training resources?

Join Real Geeks University, our on-demand video learning library. RGU offers short, focused courses designed to help you understand the platform quickly and get results faster.



Real Geeks Help Center

Our easy-to-use knowledge base is a helpful tool for everyone. It has lots of articles, how-to videos, and simple step-by-step guides. This collection of information is carefully put together to help you learn how to use the Real Geeks platform. Whether you need help fixing a problem, want to learn about new features, or just want to understand the system better, our knowledge base has the answers and solutions you need.


Additional Resources

Real Geeks Support

Submit ticket requests to our support staff, or give us a call so we can assist you with any technical-related questions or requests!

Contact Us:

support@realgeeks.com | (844) 311-4969 ext 1 

Monday - Friday: 8 am - 8 pm CST

Real Geeks Facebook Mastermind Group

facebook.com/groups/309162685782715 

Join our vibrant user community to connect with real estate professionals, share insights, and exchange ideas. Discuss trends, explore strategies, and learn about Real Geeks features to enhance your knowledge and network. Engage, seek advice, and contribute your expertise.

Questions?

If you have any questions, please reach out to our support team via email at support@realgeeks.com or by phone at 844-311-4969