In this tutorial, We'll be showing you how to properly on-board your RealGeeks CRM
Let's get set up!
All you you need to do, is get your unique Agentology email from your dashboard and add that email address into the notification setting’s within the lead source you are wanting to connect with Agentology.
Please follow the following instructions:
1. First, Login into your RealGeeks account.
2. Go to your Settings tab.
3. Insert your unique AgentASSIST email into the alternative email field.
4. Switch to the Notifications tab.
5. Check the notification settings as shown below:
Once you have complete these steps, you're good to go.
Let’s test it out!
Once you have added your Agentology email to your source please test it out by going to where your leads are being captured and submit an inquiry. Please use your name as the leads name, and that way we will know that it is a test lead.
You will know that everything is working properly once you see that test lead within your dashboard.
We are here for you!
If at any point you need assistance, our Client Success Team is more than happy to help! Let us know by click on the live chat icon at the bottom right of your screen or email us directly at firstname.lastname@example.org.
Thank you :) !