Real Geeks Help Center
Using Real Geeks How to Navigate the Real Geeks Lead Manager Your Real Geeks CRM: What’s Ready and What’s Left to Do Connect Other Tools to Real Geeks Connect a Dialer to the Real Geeks CRM …
Real Geeks Setup & Training Guide for New Site Owners and Admins
Enable Text Messaging Enable Website Chat Review Email, Text, & Chat Templates Customize Your CRM Set up third-party integrations (if applicable) Download the CRM Mobile App Will anyone else be …
Bulk Upload Contacts Into Your CRM - Real Geeks
Click Start Import Using the dropdown menu above every column, "match" your lead's contact information to the similar field in the CRM. Click Save to submit your match. Repeat until all columns …
Intro to CRM for Agent Users - Real Geeks
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
Organize and Find Leads Using Tags in the CRM - Real Geeks
All users in the Lead Manager can view, edit, and delete tags. Changes made to tags will affect everyone using the system.
Use Email, Text, and Chat Templates in Your CRM - Real Geeks
When you're ready to start using templates to streamline your communication. Choose from the following guides to get detailed instructions for creating and enabling each type of template:
Personalize Your Messages in the CRM Using Merge Fields
Using Merge Fields, you can craft custom messages for any scenario and engage with leads more efficiently. How to Use Merge Fields Use merge fields in your email, text and chat templates to …
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