Description: Welcome to your website’s backend! This overview is designed to give you a clear understanding of the tools, features, and options available to you. While you don’t need to learn every detail right away, this guide will help you get comfortable navigating the dashboard, managing your CRM, and using the Hacker Portal to stay connected with our team.

Backend Overview Guide

Dashboard

• First page you’ll see after logging in
• Displays a summary of key items (tasks, leads, etc.)
• Can be customized. Let us know what you’d like to see here
• Turn on task notifications (text or email) to stay on top of important deadlines

Hacker Portal

• Your main communication hub with our team
• Access 200+ video and written tutorials in the Help Center
• Use the Ask a Genie button to submit requests (with screenshots if possible)
• Request page updates, new pages, or quick support
• Live chat available with your login email
• Provides a single organized place for all support and requests

Tasks

• Keep track of calls, follow-ups, and reminders
• Add tasks manually or link them to client profiles
• Tasks can also be generated automatically through drip campaigns
• Overdue tasks rise to the top until completed or deleted

Flex CRM

• Stores all your clients in one place
• Works like a spreadsheet but with advanced features
• Import your client list (we recommend sending it to us to format correctly)
• Each client has a profile:
◦ Notes, custom fields (ex: pets)
◦ Saved searches, listings viewed
◦ Messaging (email or text, with templates)
• Use bulk actions for updates, campaigns, and tags

Leads and Timeline

• Leads from your website automatically appear here
• Convert leads to client accounts or delete spam
• Timeline shows all interactions: alerts, texts, status changes, etc.

 Deal Pipelines

• Track potential and active deals
• Add client deals, expected timelines, and notes
• Visualize your commission pipeline

Lead Routing

• Automates what happens when leads come in
• Recommended: General Lead Follow-Up drip sequence
• Campaigns send a mix of emails and texts over time
• Message templates can be created or customized for one-time sends

 Messaging

• Use message templates for quick outreach
• Campaigns send a mix of emails and texts over time
• Message templates can be created or customized for one-time sends
• Track email logs to see who opened or clicked
• Helps identify highly engaged clients who may need follow-up

Social Center

• Store important files, logos, or client lists
• Keep a digital list of contractors and vendors you recommend
• Can even publish a contractors page on your website
• Save important links or videos for quick reference

Listings

• MLS-connected listings will appear here
• Create flyers directly from MLS data
• Add pocket listings manually
• Search and save listings for clients

Website Data 

• Generate SEO-rich articles on request
• Add and manage tags for organization
• Helps boost your website’s visibility on Google

Testimonials

• Collect and publish client reviews
• Submissions are inactive until you approve them
• Appears live on your website once approved

Settings 

• Update your account details, bio, and headshot
• Connect automations through Zapier or API keys (example: send Facebook ad leads straight into your CRM)
• Some website settings (tracking pixels, testimonials order, etc.) can be adjusted here

Getting Started

• First priority: send us your client list (CSV, Excel, or Google Sheet) for CRM import
• Explore the Help Center tutorials for deeper dives
• Use the Hacker Portal for all requests. We’ll handle as much as possible for you
• Remember, we’re always available for questions or one-on-one meetings if you need extra guidance!