Welcome Screens
Why?
Create an easy way to set up the CRM to get them ready to email and text.
What?
Any New user logging into the CRM for the first time will be forced through the following (only the first step is required):
- Agree to terms
- Setup their email integration
- Copy the calendar feed
- Review their email signature
Can I see the welcome screens if I’ve already created an account?
You can get to the welcome screens directly by going to: https://leads.realgeeks.com/welcome#/
https://leads.realgeeks.com/welcome#/terms
https://leads.realgeeks.com/welcome#/choose_sync
https://leads.realgeeks.com/welcome#/sync_google
https://leads.realgeeks.com/welcome#/cal_feed
https://leads.realgeeks.com/welcome#/email_sig