Managing Bad or Incorrect Contact Information in Real Geeks

Table of Contents

• Understanding the Importance of Accurate Contact Information

• Best Practices for Managing Leads with Bad Contact Information

  • Enabling Phone Verification

  • Marking Bad Contact Information in the CRM

  • Workflows to Reach Leads with Bad Contact Information

• Additional Best Practices for Managing Lead Contact Information

Understanding the Importance of Accurate Contact Information

Accurate contact information is the lifeblood of effective lead follow-up and conversion. While most leads provide real details, there’s always the occasional fake or mistyped phone number or email address, which can be frustrating. But don’t worry—Real Geeks has you covered! Our system is designed to help you collect more accurate data and even prevent bad contact details from slipping through in the first place. With smart verification tools and built-in lead engagement strategies, you can ensure you're working with real, reachable prospects who are ready to connect.

Best Practices for Managing Leads with Bad Contact Information

When a lead has a bad phone number or email, you can take steps to encourage them to update their details. Implementing these best practices ensures you maintain a clean and accurate database while maximizing engagement opportunities.

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Enabling Phone Verification for Better Data Collection

To improve the accuracy of collected phone numbers, Real Geeks offers a Phone Verification setting within the Site Settings tool. This setting requires leads to enter a phone number with a valid area code. By enabling this feature, you can reduce the number of invalid phone numbers that enter your CRM.

To enable Phone Verification:

1. Go to your website backend by adding /admin to the end of your website domain (www.website.com/admin)
2. Click Site Settings
3. Select the Advanced Site Settings tab
4. In the Require Valid Phone On Signup field, select True
5. Click Save
   
   
   
6. Click Save

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Marking Bad Contact Information in the CRM

If a phone number or email is known to be incorrect, you can manually mark it as "Bad" within the CRM. This helps filter out leads with unusable contact details and prompts them to update their information upon revisiting your website.

When a phone number or email is marked as bad in the Lead Manager, the next time the lead visits your website, they will be prompted to enter a new, valid contact method. This prompt follows them across the website until they provide updated information, ensuring that you receive usable contact details.

By actively managing bad contact information, you create an opportunity for leads to correct their details, making it easier for you to reach them with follow-ups and marketing efforts.

To mark a phone number as bad:

1. Navigate to the lead’s profile in the CRM (leads.realgeeks.com)

2. Open the Contact Info tab

3. Click on the phone number and select Mark as Bad
   
   
   

To mark an email address as bad:

1. Navigate to the lead’s profile in the CRM (leads.realgeeks.com)

2. Click on the email address in the lead’s profile

3. Select Mark as Bad from the available options
   
   

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Using Pre-Built Workflows to Reach Leads with Bad Contact Information

Real Geeks provides pre-built workflows to help agents reach out to leads with missing or invalid contact information. These automated campaigns make it easier to prompt leads to update their details.

To access these workflows:

1. Go to leads.realgeeks.com

2. In the menu, click Automations > Drip Workflows

3. Click New Workflow

4. Browse the Workflow Library and select either Buyer Leads - Bad Email or Buyer Leads - Bad Number campaigns

Using these workflows helps you efficiently manage bad contact details and improves your chances of reconnecting with leads.

Additional Best Practices for Managing Lead Contact Information

• Regularly Review and Mark Bad Contact Info: Periodically check your lead database for incorrect contact details and update their status accordingly.

• Follow Up on Invalid Contacts: If a lead provides incorrect information but remains active on your site, attempt to reach out via alternative methods, such as live chat or direct messaging.

• Use Tags to Organize Leads: Tag leads with bad contact information for easy filtering and follow-up strategies.

• Educate Your Team: Ensure your team understands the importance of maintaining accurate lead contact information and regularly updates lead records.

By following these steps, you can ensure that your database remains clean and filled with high-quality leads that are more likely to convert into clients.

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