Help Resources for the Support Team
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      3. Help Resources for the Support Team

      In-Product Onboarding

      New in-product onboarding content is LIVE for customers as of 6/21/23. Updated/new content TL;DR:

      • CRM checklist content will be updated for customers who sign up after 6/21/23.
      • CRM tooltips will be visible for all CRM users regardless of sign-up date.
      • Tooltips will be accessible from your test CRM, but you will NOT see them when you are logged in as another user.
      • CRM tooltips include links to product tours, walkthroughs and RG 101 training, as well as relevant support docs.

      If you have any questions, concerns, or feedback, please ping Des Paulson (@desk).

       

      Pages with Tooltips

      1. Dashboard - Live Feed
      2. Leads - Leads List
      3. Leads - Lead Detail Pages
      4. Leads - Buyers List
      5. Leads - Import
      6. Leads - Ponds
      7. Comms - Email
      8. Comms - Templates
      9. Users - Users List
      10. Users - Lead Assignment
      11. Users - Users List - New User
      12. Users - Pond Availability
      13. Settings - Profile
      14. Settings - Notifications
      15. Settings - Integrations
      16. Settings - Comms - Text Messaging
      17. Settings - Comms - Email Integration
      18. Settings - Comms - Live Chat
      19. Settings - Calendar
      20. Settings - Customize

       

      Updated CRM Checklist Content

      (Company Checklist)

      1. Check out our getting started guide

      More: This is the place to start! Let’s review the initial steps to get you started on your journey to more opportunities!

      Do It: https://support.realgeeks.com/hc/en-us/articles/4408535705875-Site-Owner-Admin-Setup-Training-Guide 

      2. Get notified of new activity

      More: Never miss an opportunity! Let's review how you’ll be notified about different activities.
      Customize Your CRM

      See our docs: https://support.realgeeks.com/hc/en-us/articles/360050712193

      Do It: https://leads.realgeeks.com/settings/notifications?product_tour_id=418956 

      3. Reserve your texting number

      More: Ready to text contacts from your Real Geeks CRM? Let's set up your text messaging feature.

      See our docs: https://support.realgeeks.com/hc/en-us/articles/360038501633-Texting-Overview 

      Do It: https://leads.realgeeks.com/preferences/communications/text_messaging?product_tour_id=418903 

      4. Add your team members

      More: If you have a team, let's give your team members access to your CRM.

      See our docs: https://support.realgeeks.com/hc/en-us/articles/360043161334 

      Do It: https://leads.realgeeks.com/users?product_tour_id=418980 

      5. Assign leads automatically

      More: To automate incoming lead assignment for your team, let's set up lead assignment rules.

      See our docs: https://support.realgeeks.com/hc/en-us/articles/360040703674-Lead-Assignment 

      Do It: https://leads.realgeeks.com/settings/lead_assignments/list 

       

      (User Checklist)

      6. Review your CRM Profile

      More: Real Geeks uses the information on your profile to pre-populate website content and templates. Let’s make sure everything is correct.

      See our docs: https://support.realgeeks.com/hc/en-us/articles/4408830270483-CRM-Profile 

      Do It: https://leads.realgeeks.com/settings?product_tour_id=419363 

      7. Add your contacts

      More: To see how Real Geeks can transform your business, let’s add your contacts to your new CRM!

      See our docs: https://support.realgeeks.com/hc/en-us/articles/360038418753-Import-Leads 

      Do It: https://leads.realgeeks.com/lead_imports/new?product_tour_id=419419 

      8. Call, text, and email contacts

      More: Let's take a look at the primary communication tools included in your CRM.

      Do It: https://leads.realgeeks.com/?product_tour_id=447422 

      9. Send listings to leads

      More: Sending property alerts to your contacts is the best way to get people using your website. We’ll show you how it’s done!

      See our docs: https://support.realgeeks.com/hc/en-us/articles/360039955813-Save-Searches-from-the-CRM

      Do It: https://leads.realgeeks.com/?product_tour_id=422779

      10. Don’t let leads fall through the cracks

      More: Let's learn how to update important details about your contacts to keep you organized.

      See our docs: https://u.realgeeks.media/desireetest/pdfs/Post-Call_Process.pdf 

      Do It: https://leads.realgeeks.com/?product_tour_id=447356 

       

      Important Info

      • All tours and tooltips will be available to all users (provided they have access to the page)
      • Tooltips will flash until they are clicked for the first time. Clearing browser cache resets this behavior (can be turned off if too annoying)
      • Checklist only updates for new users from the date it was updated, ie. existing user’s checklist content will NOT change
      • We cannot reset existing user’s checklist content at the moment
      • Content is easily editable and Des is the primary point of contact
      • Contact import tooltip is contextual (30 days or newer directs to onboarding, over 30 days directs to support)
      • RG 101 trainings advertised at the end of product tours and open to any customer