--- source_url: "https://support.realgeeks.com/crm" title: "CRM | Real Geeks Help Center" mirrored_at: 2026-08-04T01:02:26.648Z host: support.realgeeks.com cited_in_42a: true mirror_canonical: "https://index.42a.ai/support.realgeeks.com/crm" --- > **Original source:** https://support.realgeeks.com/crm 1. [Real Geeks Help Center](https://support.realgeeks.com/) 2. [CRM](https://support.realgeeks.com/crm) Tips, guides, and troubleshooting to help run your business with the Real Geeks CRM ## Dashboard - [Understand Your CRM Dashboard and Real-Time Lead Feed](https://support.realgeeks.com/crm-dashboard-lead-feed) - [Agent Stats - Monitor Team Performance in Your CRM](https://support.realgeeks.com/crm-agent-stats) - [Agent Activity - View Lead & Agent Activity Across the CRM](https://support.realgeeks.com/crm-agent-activity) ## Leads - [CRM Filters - Organize Contacts and Prioritize Follow-Up Faster](https://support.realgeeks.com/using-the-crm-advanced-filters) - [Bulk Actions - Update Multiple Leads at Once](https://support.realgeeks.com/crm-bulk-actions) - [Lead Import - Upload Contacts from CSV or Excel File](https://support.realgeeks.com/import-leads-in-bulk) - [New Lead Flag (Status) in the Real Geeks Lead Manager](https://support.realgeeks.com/new-flag) - [How to Delete Leads in the Real Geeks CRM](https://support.realgeeks.com/how-to-delete-a-lead-in-the-real-geeks-crm) - [Geek Verified Leads - Phone Verification to Get Real Phone Numbers](https://support.realgeeks.com/geek-verified-leads) - [Geek Verified Leads - What do the Lock and Checkmark Symbols Mean?](https://support.realgeeks.com/geek-verified-leads-symbols-meaning) - [Set Up Idle Lead Reassignment in Real Geeks](https://support.realgeeks.com/idle-lead-reassignment) - [Import Your Google Contacts into the CRM](https://support.realgeeks.com/google-contacts-import) - [Secondary Contacts - Share Property Updates with Multiple People](https://support.realgeeks.com/secondary-contacts-in-the-real-geeks-crm) - [How to Filter Leads by Workflow Campaign in the CRM](https://support.realgeeks.com/filter-leads-by-workflow) - [How to Assign Leads in Bulk](https://support.realgeeks.com/how-to-assign-leads-in-bulk) - [Buyer's List - Show Your Active Buyers List to Sellers](https://support.realgeeks.com/buyer-leads-list) - [What Are Address Only Leads in the Real Geeks CRM?](https://support.realgeeks.com/what-is-a-potential-seller-lead) - [Tags - Organize and Find Leads in the CRM](https://support.realgeeks.com/crm-lead-tags) - [Export Leads From Your CRM to a Spreadsheet](https://support.realgeeks.com/exporting-leads) - [Managing Leads with Bad or Missing Contact Information](https://support.realgeeks.com/managing-bad-or-incorrect-contact-information-in-real-geeks) ## Inbox - [Email Integration - How to Connect Your Email to the Real Geeks CRM](https://support.realgeeks.com/email-integration) - [Texting Integration - Complete Guide to Texting Through the Real Geeks CRM](https://support.realgeeks.com/texting-overview) - [Live Chat - Talk to Leads While They Browse Your Website](https://support.realgeeks.com/live-chat-feature) - [Sign Up Responder - Send an Automated Text to Engage Your Leads After Sign up](https://support.realgeeks.com/sign-up-responder-texts) - [The Real Geeks Dialer - Call Leads from Your CRM](https://support.realgeeks.com/real-geeks-dialer) - [How to Add Phone Numbers to a Contact in Your CRM](https://support.realgeeks.com/add-lead-phone-number) - [Use Email, Text, and Chat Templates in Your CRM](https://support.realgeeks.com/real-geeks-lead-manager-templates) - [Follow SMS Compliance Rules for Automated Texting](https://support.realgeeks.com/real-geeks-automated-texting-sms-compliance) - [Register Your Local Texting Number in Real Geeks (A2P 10DLC)](https://support.realgeeks.com/local-texting-number-registration) - [Email Templates -  Create and Save Email Templates in Your CRM](https://support.realgeeks.com/crm-email-templates) - [How to Set Up Other SMTP Email in Real Geeks](https://support.realgeeks.com/lead-manager-custom-smtp-settings) - [Skyslope - Send Agreements to Clients through Real Geeks & Skyslope](https://support.realgeeks.com/skyslope-send-agreements) - [Use Text Templates to Message Leads Faster](https://support.realgeeks.com/crm-text-templates) - [Video Messaging - Record and Send Video Messages with Real Geeks](https://support.realgeeks.com/real-geeks-video-messaging) - [Merge Fields - Personalize Your Messages in the CRM](https://support.realgeeks.com/merge-fields) - [Real Geeks Email Inbox Overview](https://support.realgeeks.com/email-tab-overview) - [Connect Your Yahoo or AOL Email to the Real Geeks CRM](https://support.realgeeks.com/connect-your-aol-or-yahoo-email-to-real-geeks) - [Live Chat Templates in Real Geeks CRM](https://support.realgeeks.com/crm-live-chat-templates) - [TCPA Texting & Calling Rules: What Real Geeks Users Need to Know - January 27, 2025](https://support.realgeeks.com/tcpa-one-to-one-rule) - [Understanding Lead Opt-Out Settings in the Lead Manager](https://support.realgeeks.com/opt-out-types) - [Email Deliverability Best Practices](https://support.realgeeks.com/email-deliverability-best-practices)  - [Connect Your Email to Send and Receive Emails in Real Geeks](https://support.realgeeks.com/connect-your-email-to-send-and-receive-emails-in-real-geeks) - [How to Set Up Texting in Real Geeks (Required Verification)](https://support.realgeeks.com/how-to-set-up-texting-in-real-geeks-required-verification) ## Automations - [Workflows - Automate Your Lead Follow-Up](https://support.realgeeks.com/workflows)  - [Geek AI Text - How to Work With Your AI Assistant](https://support.realgeeks.com/geek-ai-text-best-practices) - [Saved Searches - Send Property Update Emails](https://support.realgeeks.com/saved-searches)  - [Geek AI Text - Overview, Pricing, and Setup](https://support.realgeeks.com/geekai-text-sms-assistant) - [Market Reports - Share Local Market Activity with Automated Reports](https://support.realgeeks.com/market-reports) - [Reactive Responses - Automated Texts Based on Website Activity](https://support.realgeeks.com/users-guide-for-reactive-responses) - [Saved Searches and Market Reports - Automated Property Updates for Your Leads](https://support.realgeeks.com/saved-searches-market-reports-quick-start-guide) - [Texting Best Practices to Ensure Your Messages Reach Leads](https://support.realgeeks.com/texting-best-practices) - [How to Set Up a Sold Saved Search for a Lead](https://support.realgeeks.com/sold-listing-search-and-update-emails) - [AI Workflow Generator Prompt](https://support.realgeeks.com/ai-workflow-generator-prompt) ## Users - [Add Users - Add and Manage Agent Access to the CRM](https://support.realgeeks.com/adding-crm-users) - [Lead Assignment - Distribute New Leads to the Right Agent](https://support.realgeeks.com/lead-assignment) - [Direct Lead Routing – Send Leads to a Specific Agent](https://support.realgeeks.com/assign-leads-to-specific-agents) - [Assign Leads by Location With the Geographic Round Robin](https://support.realgeeks.com/geographic-round-robin) - [How to Log In as Another User in the CRM (Admin Guide)](https://support.realgeeks.com/owner/admin-logging-into-an-agents-account) - [Lead Ponds - Create Shared Lead Pools for Your Team](https://support.realgeeks.com/lead-pond) - [Add a Lender - Give Lending Partners Access to Your CRM](https://support.realgeeks.com/lenders-in-the-crm-lead-manager) ## CRM Settings - [CRM Email Signature Overview](https://support.realgeeks.com/email-signature) - [How to Use Your Agent Profile Image](https://support.realgeeks.com/how-to-use-your-agent-profile-image) - [Marketing Lead Source Improvements in the Lead Manager](https://support.realgeeks.com/marketing-lead-source-improvements) - [Manage Lead Notifications in Your CRM](https://support.realgeeks.com/notifications) - [CRM Profile Page Setup in Lead Manager](https://support.realgeeks.com/crm-profile) - [Build Custom Settings for Organizing Leads](https://support.realgeeks.com/customize-your-crm) - [CRM Settings Overview - Personalize Your Lead Manager](https://support.realgeeks.com/crm-settings) ## CRM Mobile App - [Real Geeks Mobile CRM App - Overview](https://support.realgeeks.com/crm-app-overview) - [Real Geeks CRM Mobile App - Communicate With Leads](https://support.realgeeks.com/communicating-with-leads-in-the-crm-app) - [Real Geeks CRM Mobile App - Manage and Create Leads](https://support.realgeeks.com/managing-leads-in-the-crm-app) - [Real Geeks CRM Mobile App - Add Notes and Follow-Ups](https://support.realgeeks.com/notes-follow-ups-in-the-crm-app) - [Real Geeks CRM Mobile App - Manage Notifications](https://support.realgeeks.com/push-notifications-in-the-crm-app) ## Calendar - [Follow Ups in the Real Geeks CRM](https://support.realgeeks.com/follow-ups) - [View and Manage Follow Ups with the CRM Calendar](https://support.realgeeks.com/crm-calendar) ## Marketing - [Design & Print Studio - Create, Print & Mail Marketing Materials](https://support.realgeeks.com/print-design-overview) - [Send Custom Postcards to Leads Through Real Geeks](https://support.realgeeks.com/postcards) - [eBlast - How to Send a Mass Email in Real Geeks](https://support.realgeeks.com/real-geeks-eblast-mass-email) - [Weekly Email Template for Buyer Leads](https://support.realgeeks.com/weekly-buyer-eblast-template) - [How to Disconnect RealGeeks from Your Facebook Account](https://support.realgeeks.com/how-to-disconnect-realgeeks-from-your-facebook-account) - [Area & Content Page Ad](https://support.realgeeks.com/facebook-tool-area/content-page-ad) - [Single Image Ad](https://support.realgeeks.com/facebook-tool-single-image-link) - [How to Verify Your Domain with Meta (Facebook) for Real Geeks](https://support.realgeeks.com/how-do-i-do-domain-verification-for-the-facebook-tool) - [Set Up Your Meta (Facebook) Business Manager](https://support.realgeeks.com/what-is-a-facebook-business-manager) - [Facebook Marketing Tool Overview - Create Facebook Ads Inside Real Geeks](https://support.realgeeks.com/facebook-tool-overview) - [Add Your Meta Pixel (Facebook Pixel) to Your Real Geeks Website](https://support.realgeeks.com/how-do-i-add-the-facebook-pixel-to-my-website) - [Ultimate Guide to Facebook Real Estate Interest Targeting](https://support.realgeeks.com/facebook-target-housing-interests) - [Single Property Carousel Ad](https://support.realgeeks.com/single-property-carousel-ad) - [Single Property Collage Ad](https://support.realgeeks.com/single-property-collage-ad)  - [Single Search Ad](https://support.realgeeks.com/single-search-ad) - [Multiple Search Ad](https://support.realgeeks.com/multiple-search-ad) - [Video Ad](https://support.realgeeks.com/facebook-tool-video-ads) - [Multiple Image Ad](https://support.realgeeks.com/facebook-tool-multiple-image-link-ad)