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CRM Settings Overview: Personalize Your Lead Manager
Customize your Real Geeks Lead Manager to match your workflow and team setup
Your CRM settings are where you control how your Lead Manager works for you. These settings help you stay organized, respond faster, and build a system that supports your business as it grows.
Need to Know
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CRM settings control how leads are managed, assigned, and communicated with
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Some settings are user-specific, while others impact your entire team
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Integrations and communication tools help automate your workflow
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Customization keeps your CRM organized and aligned with your business
Table of Contents
Profile
Your Profile is your personal Lead Manager profile.
This is where you manage the information used in your communication and automation.
You can:
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Add and update your contact information
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Personalize details used in merge fields
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Control how you appear in automated messages
Keeping your profile updated ensures your communication stays accurate and professional. See the Profile guide for setup steps.
Notifications
Notifications allow you to stay up to date on what’s happening in your CRM.
You can choose which events trigger alerts so you never miss an opportunity to follow up.
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Enable notifications for key activities like new leads or updates
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Disable notifications you don’t need
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Stay informed without being overwhelmed
See the Notifications guide for full setup details.
Integrations
Integrations allow you to connect Real Geeks with third-party tools and lead sources.
You can:
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Send leads to external platforms
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Receive leads from outside sources directly into your CRM
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Keep your systems synced automatically
This helps centralize your lead management and reduce manual work. Learn more in the Integrations guide.
Edit Website
Edit Website gives you access to your website editor.
From here, you can make updates to your site, including:
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Page content
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Design elements
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Layout and structure
This allows you to keep your website aligned with your branding and business goals. See the Website Editor guide for detailed steps.
Comms (Communication)
Comms (Communication Settings) controls how you connect with your leads.
You can manage:
These tools help you respond quickly and maintain consistent communication with your leads.
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Set up your email connection in the Email Integration guide
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Configure texting in the Text Message Settings guide
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Enable chat in the Live Chat Settings guide
Calendar
Calendar settings allow you to manage your schedule within the CRM.
You can:
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Connect and sync your calendar
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Manage availability
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Keep track of appointments and follow-ups
This helps you stay organized and aligned with your daily workflow. See the Calendar Settings guide.
Customize
Customize allows you to personalize your Lead Manager to match your business.
You can:
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Create custom labels and identifiers for leads
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Organize contacts with tags, statuses, and sources
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Set up lead assignment rules and Round Robin
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Adjust how leads are distributed across your team
Customizing your CRM helps keep your database clean, organized, and easy to manage. See the Customize Settings guide.
Frequently Asked Questions
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Who can access CRM settings?
Access depends on user role. Some settings are user-specific, while others require admin permissions. -
What is the purpose of integrations?
Integrations connect your CRM with other tools to automate lead flow and reduce manual work. -
Can I control how leads are assigned?
Yes, lead assignment and Round Robin settings are managed in the Customize section. -
Why should I update my profile?
Your profile information is used in communication and automation, so keeping it accurate ensures professional messaging.
Need Help?
- Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
- Email support@realgeeks.com
- View our Live Events page for free coaching and training.
- Join the Real Geeks Mastermind Group on Facebook for peer tips and best practices