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CMA Training

CRM

CRM Getting Started Steps

1. Go through your Set Up Checklist

How To Get Started
With the RG
Platform

2. Upload Your Database

Upload
Your
Database

Learn How To
Upload your FB Contacts

3. Watch Basic Training Videos

Real Geeks Demo
&
Overview

Leverage Your Database to
Generate More Business

Higher Conversion with SMS Auto
Responders &
Texting

4. Auto Responder, Nurture Campaigns and Automations

eBlast
&
Drip System Walkthrough

RG & "__________"
with Zapier
Integration

RG & Gravity Forms with Zapier
Integration

5. Download the RG CRM App to Your Phone

RG CRM App Overview

FAQ's:

Go to FAQ's

Lead Conversion:

Lead Conversion
&
Follow-Up
Best Practices

FB
Lead
Ads
Integration

Creating Saved Searches for Your Clients

Setting Up Your Clients to Help Them Search & With New Property Updates

"Move To" Mobile App:

Set Up Your Prospects Up on the "Move To" Mobile App

RG Support:

RG
Support
Center

Contact
RG
Support

Other Training Videos:

RG
YouTube
Channel

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