Real Geeks Custom Lead Statuses

 

 


 

 

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 Integration

 

Real Geeks Agent Activity Metrics