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View Your Agent's Activity in Your CRM

How team leaders can monitor CRM engagement and follow‑up activity across their team

The Agent Activity page in the Real Geeks CRM gives team leaders a clear view of how their agents are engaging with leads. Instead of guessing whether follow‑ups are happening, you can quickly review calls, texts, notes, and other CRM actions performed by your team.

This visibility helps brokerages maintain accountability, identify coaching opportunities, and ensure leads receive timely follow‑up. When everyone consistently uses the CRM, it becomes easier to track progress and keep opportunities from slipping through the cracks.

Need to Know

  • The Agent Activity page displays CRM actions performed by agents

  • Team leaders and admins can view activity across the entire team or filter by a specific user

  • Non-admin users can only view their own activity

Table of Contents

What Is Agent Activity

The Agent Activity page shows a running timeline of actions performed by agents inside the CRM. Team leaders can quickly see how their team is engaging with leads without opening individual lead profiles.

This visibility helps brokerages maintain accountability and confirm that agents are actively following up with leads.

You can review activity across the entire team or filter by a single agent to monitor their progress and CRM usage.

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How to Access the Agent Activity Page

Follow these steps to view activity in the CRM:

  1. In the CRM navigation menu, click Dashboard.

  2. Select Agent Activity.

Once inside the page, you can review activity across all users or focus on individual agents to monitor their engagement.

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What Information Appears in Agent Activity

Each activity listed on the Agent Activity page includes important details about what occurred in the CRM.

Activity entries display the following information:

  • Name of the agent who performed the activity

  • Type of activity performed

  • Contact type the activity was performed on

  • Name of the contact involved

  • Date and time the activity occurred

This structured information allows team leaders to quickly understand who is engaging with leads and what type of follow‑up is taking place.

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Best Practices for Monitoring CRM Engagement

Team leaders can use the Agent Activity page to encourage consistent follow‑up habits across their team.

Recommended practices include:

  • Review activity regularly to confirm agents are engaging with new leads

  • Use activity logs during coaching sessions to provide constructive feedback

  • Monitor new team members during onboarding to ensure they are using the CRM correctly

  • Encourage agents to log calls, notes, and texts so activity reflects their true effort

  • Combine activity reviews with lead status and follow‑up reminders for full visibility

Consistency in CRM usage improves accountability and increases the chances of converting leads into real conversations and appointments.

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Frequently Asked Questions

  • Who can view the Agent Activity page?
    Team leaders, admins, or users with appropriate CRM permissions can access the page from the Dashboard.

  • Can I view activity for just one agent?
    Yes. You can filter activity to focus on a specific user to review their engagement and progress.

  • Does Agent Activity show communication with leads?
    Yes. The page displays CRM interactions performed by agents, helping leaders see how actively their team is working their leads.

  • Does this replace checking individual lead profiles?
    No. Agent Activity provides a high‑level overview, while individual lead profiles show full conversation history and detailed notes.

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