Instructions:

  • 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:
  • 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:


Setup: Real Geeks to Sisu SynchBot

Real Geeks Agent Activity Metrics


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