Real Geeks Custom Lead Statuses
Real Geeks Custom Lead Statuses
*How-to Add Custom Lead Statuses in Real Geeks
Written by Lincoln Youree
Updated over a week ago
- Login to your Real Geeks account as the administrator and click Settings:
- Once you are on the Settings page, click Customize:
- Select Statuses on the left side of the vertical menu:
- 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: