• 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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