Product Walkthroughs

Sign up for one of our weekly live training classes where we cover the CRM Lead Manager, Real Geeks websites, Autoresponders/Texting & Chat, Facebook Ads Manager, and our Workflow/ Eblasts & Postcards features.

Just Getting Started?

Personalize and Launch Your Website

Every Wednesday at 2 pm CT

Features Covered:

• Learn how to use the Instant Site Setup Tool
• Upload your logos and photos
• Navigate the Site Backend

Personalize Your CRM and Leverage Your Database

Every Tuesday at 2 pm CT

Features Covered:

• Learn how to use the different sections
• Upload your CSV
• Set up saved searches
• Utilize the different action buttons
• Search in the CRM

Speed to Lead - Leveraging Auto Responders

Every Wednesday at 12 pm CT

Features Covered:

• Learn how to set up your email integration
• Enable the texting & live chat features
• Customize your notifications
• Create your message templates
• Test the communication tools

Drive Traffic and Generate Leads with Facebook

Every Thursday at 12 pm CT

Features Covered:

• Learn how to set up the Facebook Ad Tool
• Create different types of ads using the tool
• Navigating the dashboard

Looking For More?

Advanced Website Customizations

Every Wednesday at 3:30 pm CT

Features Covered:

• Learn how to create agent pages & area pages & content pages & footers & sidebars & coming soon pages

• Customize autoresponder emails

• Enable and configure the Property Valuation tool

Advanced CRM Customizations

Every Tuesday at 3:30 pm CT

Features Covered:

• Setting up filters on the lead list

• Learn how to log in as the lead and set up searches & market reports

• Understand the activity & assignment history of leads

• Setting up custom Round Robins

• Understanding the Pond feature

How to Nurture Leads Efficiently with Workflows, eBlasts, and Videos

Every Friday at 12 pm CT

Features Covered:

• Learn how to set up and use the eBlast feature

• Set up a workflow that includes emails & texts & followups and also video to your drip

• Customize templates from the drip library

• Create and save videos for messaging

Building Brand Awareness with Postcards

Every Friday at 1 pm CT

Features Covered:

• Learn how to use the Postcard Builder
• Sending postcards from the CRM
• Tracking your postcards delivery
• Using your own design