CRM Settings & Customization
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      3. CRM Settings & Customization

      Customize Your CRM


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      The Customize page in your Real Geeks CRM empowers administrators to personalize the system to align with their unique business workflows and goals. This page offers a central hub where you can add, modify, or organize key settings that enhance your team’s efficiency and ensure the CRM reflects your specific processes. Here’s what you can customize:

      Source - Create custom sources that identify your lead's origins. Custom sources help team leaders monitor lead generation and trigger events like workflows

      		 Round Robin - Set up custom automated lead distribution using round robins. This ensures leads are assigned fairly and evenly across your team in a more personalized way
      Lead Ponds - Establish collaborative pools of unassigned leads that your team can access and claim. Lead ponds foster teamwork and ensure that no potential opportunity goes unnoticed. Statuses - Create customized lead statuses that reflect where each lead stands in your team's sales pipeline.

      Urgency - Create custom lead prioritization labels to place leads in a hierarchy to prioritize certain leads in your follow up strategy

      Type - Identify the type of lead, such as buyer or seller, to segment your database for targeted communication and more tailored follow-up strategies.

      Important Dates - Add and track significant dates for your lead. This enables more opportunities to follow up with contacts

      Tags - Flexible system of labels to identify valuable details about your lead to organize your contacts more efficiently

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      Customization Edit Options

      You can customize your CRM by adding, merging, or removing items, which helps maintain an organized system that aligns more effectively with your business requirements.

      Creating a New Custom Item

      To personalize your CRM, click the New button to create a custom item. This allows you to add unique options, such as sources, tags, or statuses that can be used to organize your leads more efficiently.

      Merging Custom Options

      You can merge two custom options by selecting both and clicking the Merge button. Choose which option will remain as the primary item. For example, if you select “Tag A” and “Tag B” to merge, you can decide to consolidate both under “Tag A.”

      Deleting Custom Options

      Custom options can be deleted at any time by selecting the desired item and clicking the Delete button. Please proceed with caution, as this action may impact related data. Unlike custom options, system settings cannot be modified or removed; they can only be enabled or disabled.

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      Disabling the System Settings

      The Customize menu allows you to deactivate system settings like Statuses, Urgencies, Types, and Important Dates, enabling you to replace them with custom options that better align with your business needs.

      To disable a system setting, toggle the button on the right from Enabled to Disabled. Once disabled, you can implement custom identification options that better suit your workflow.

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