Create Follow-Ups and Notes in the Real Geeks CRM App

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The Real Geeks CRM App makes it easy to stay up to date and connect with your clients while on the go.

The App allows you to create follow-ups and make notes on new and existing leads in your Real Geeks CRM.

Download the App today!

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(Currently available for download on iOS devices only. Android coming soon!)

 

Checking Your Follow-Ups

Using the Real Geeks CRM Mobile App, you can create new follow-ups and keep track of any existing follow-ups for your leads.

You can view current and past due follow-ups from your CRM App Dashboard.  Toggle between "Today", "Upcoming", and "Past Due" to view follow-ups based on the date they are due to be completed.

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Creating New Follow-Ups

The Real Geeks CRM App allows you to create and edit follow-ups for your existing contacts. To create or edit a follow-up, head over to the Leads page in your CRM App:

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Click on the contact you wish to update. From the contact's Lead Detail Page, select the "Follow-ups" tab. From here, you can either edit or create a new follow-up for the contact. 

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Any follow-ups you create or edit in the Real Geeks CRM App, will also carry over to the desktop version of your CRM.

 

Making Notes

From a contact's Lead Detail Page, you can also add notes to your leads. The "Notes" tab is located just to the right of the "Follow-ups" tab mentioned above.

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FAQ

"Can I add tags?"

Not currently. While this is in the works for future releases, it is not available at the time. If you need to add a tag, feel free to set-up a follow-up to remind yourself next time you're on the desktop version of the CRM.

 

"Can I add important dates?"



Similar to tags, this is a feature that will be implemented in future releases.

 

"Will my Drip Follow-Ups show up in the Real Geeks CRM App?"

Absolutely! Whatever follow-ups are on the desktop version of your Real Geeks CRM, will show up on the mobile app version as well.

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