After installation
Once MLS Genie™ is installed and activated on your WordPress site by your account manager, follow these steps to complete the initial setup:
- Log in and confirm access — Log in to WordPress. You should be automatically redirected to the GenieCRM™ dashboard.
- Check your profile — Go to Settings → Profile. Confirm your name, email, phone, and agency details are correct.
- Verify the MLS connection — Go to Settings → GenieScout and confirm the MLS connection status shows as Active.
- Add your team — Go to Team Directory and invite any additional team members. Assign each member the appropriate role.
- Configure Form Bridge — Go to Settings → Form Bridge and enable each contact form on your site.
- Set up drip campaigns — Go to Campaigns and create your first lead nurture sequence.
