Instructions:

  • Login to your Real Geeks account as the administrator and click Settings:
  • Once you are on the Settings page, click Customize:
  • Click Statuses on the left side of the vertical menu:
  • Click New:
  • Add the following values (click Add to save each value): Appointment Set, Appointment Met, Rep Agreement Signed, and Under Contract:
  • After you have created these statuses, the Custom Statuses table will include these entries:

Here is a knowledge-based article explaining the features of the Real Geeks to Sisu SynchBot:

Real Geeks to Sisu SynchBot Features

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