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Understanding the CRM Dashboard and Real-Time Lead Feed

Table of Contents

Please Note

The updated Lead Feed dashboard was released to all Real Geeks users on May 28, 2025. This article reflects the current layout and features now available in your CRM.

 

Introduction to the Lead Dashboard (Lead Feed)

Real Geeks Teaser Simple Lead Feed Mockup V1

The Lead Feed is the central hub of your CRM dashboard. It’s designed to help you quickly assess lead activity, prioritize follow-up, and take action — all without switching screens.

With categorized filters powered by Real Intelligence, the Lead Feed helps you organize your outreach, stay consistent with communication, and make faster decisions. Every feature is built to make daily lead management easier, whether you’re following up with brand-new signups or identifying leads that need re-engagement.

This article breaks down what the Lead Feed offers, how it works, and how you can use it to streamline your lead strategy.

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Lead Feed Dashboard Overview

The Lead Feed dashboard is designed to give you a complete, real-time view of your most important lead activity. Everything you need to prioritize your day is now available from a single screen.

At the center of the feed, your leads are sorted into four categories: Awaiting Response, High Priority, New, and Slipping Away. These categories are created automatically based on Real Intelligence — a system that tracks behavior and engagement to identify who needs your attention.

Important Activity Tracker

Every lead in the feed is displayed as an individual card that gives you instant insight into their engagement and your communication history. These details are designed to help you decide what to say, when to follow up, and how urgent the contact might be.

lead-feed-monitor-activity

Every lead card includes

  • The last type of message sent (text or email)
  • How many saved searches the lead has created
  • The number of properties they’ve favorited
  • The average price of the properties they’ve viewed
  • When the lead was last active on your website
  • When you last reached out to the lead
  • How many days it’s been since your last contact

This information helps you quickly gauge how serious the lead is and what kind of outreach is most appropriate — without needing to click into their full profile.

You can take action immediately using built-in buttons to call, text, or email each lead — no need to leave the dashboard. 

You’ll also see reminders for upcoming or overdue follow-ups and summaries of unassigned leads, potential sellers, and other contact groups. These views give you full visibility into your pipeline so nothing falls through the cracks. 

The goal of the Lead Feed is to help you work smarter: spend less time figuring out who to contact and more time actually connecting with the leads that matter most. 

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Understanding the Lead Feed Categories

The categories in the Lead Feed are powered by Real Geeks’ lead prioritization engine, called Real Intelligence. This system works behind the scenes to track your leads’ behavior and communication history, then automatically sorts them into four easy-to-follow categories. It’s designed to help you focus on the leads most likely to convert, and follow up at the right time.

Awaiting Response

lead-feed-awaiting-response

Leads in this group are waiting for you to get back to them. Easily check your messages to see if they've reached out, and make sure you reply to keep the conversation going.

High Priority

lead-feed-high-priority
These leads are showing consistent activity, such as viewing properties, saving searches, favoriting listings, or sharing homes. 

New

lead-feed-new
This category includes fresh contacts — people who have just signed up on your site and haven’t yet been contacted. 

Slipping Away

lead-feed-slipping-away
These leads were previously active or marked as high priority but haven’t been contacted in the last 14 days. 

With Real Intelligence powering these categories, the Lead Feed helps you act faster and more strategically. The system does the sorting for you, so you can focus on what matters most — building relationships and closing deals. 

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How to Use the Lead Feed (The Right Way) 

This section walks you through a clear, step-by-step routine for working your Lead Feed. If you’ve ever opened your dashboard and thought, “Where do I even start?” — this is the plan for you. 

The Lead Feed isn’t just a list — it’s your to-do list. Follow this plan and you’ll know exactly who to contact, when to reach out, and how to stay organized. 

1. Start your day in the Lead Feed

Open your CRM and go straight to the feed. This is your control panel — it tells you what’s urgent and who’s ready to hear from you. 

2. Clear your “Awaiting Response” list first

Reply with a call, text, or email. This is your best chance to keep the conversation going. 

3. Move on to “High Priority” leads

These leads are showing strong activity. Engage them while they’re active. 

4. Follow up with “New” leads fast

Send a quick intro using a saved text or email template to follow up instantly, then follow up personally once they respond. 

⚡ Pro Tip: Use Templates to Work Smarter

Save time on outreach by using text and email templates in your CRM:

Text Templates – https://support.realgeeks.com/crm-text-templates

Email Templates – https://support.realgeeks.com/crm-email-templates

Templates let you send professional, personalized messages in seconds. As your pipeline grows, the faster you move through the CRM, the more time you have for real conversations. Let the system handle repetitive tasks so you can focus on what matters most: building relationships face to face.

5. Rescue your “Slipping Away” leads

Give them a reason to re-engage with a follow-up message or offer to help. 

6. Check your follow-up tasks

Use CRM reminders to stay on top of check-ins. Staying consistent builds trust and keeps leads from going cold. 

Repeat this routine every day

Log in, work the feed, and take action. This is how you close more deals. 

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Frequently Asked Questions

How do I remove a lead from a Priority?

Call, text, or email the lead and log the activity in the CRM. Once contact is made, they’ll be removed from the Priority list.

How should I use the categories?

Work through them top to bottom. Respond to leads waiting on you, then reach out to active, new, or slipping contacts.

How do leads end up on one of these lists?

Real Intelligence evaluates activity and communication to sort leads automatically.

Can a lead appear in more than one category?

Yes. If they match more than one filter, they’ll appear in both.

How do leads get removed from the list?

You must log one of the following actions: call, voicemail, email, text, postcard, live chat, appointment, consult, offer, or signed agreement. Automated messages do not count.

How long do leads stay on the list?

Slipping Away leads will remain visible for 30 days without contact before being removed.

Will a lead show up again?

Yes. If no new activity is logged after 7 days, they may reappear.

Can I use Real Intelligence filters with Advanced Filters?

Yes. You can combine category filters with other criteria like source or tag.

Can I edit the category criteria?

No. These filters are system-generated and updated automatically.

Do leads know they’re on a list?

No. These categories are only visible to agents inside the CRM.

Learn more about Real Intelligence here: https://support.realgeeks.com/real-intelligence

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