Real Geeks CRM Mobile App - Manage and Create Leads

Creating and managing leads in the Real Geeks CRM Mobile App allows you to capture opportunities the moment they happen and stay organized while you are on the go. Whether you are at an open house, showing, or networking event, you can add contacts, update details, and prioritize follow-up directly from your phone. This helps you maintain an accurate pipeline and take action without delay.

Table of Contents

• How to Create a New Lead

• How to Organize and Prioritize Leads

• How to Search and Filter Leads

• Why This Matters for Your Business

• Frequently Asked Questions

• Need Help?

• Related Articles

How to Create a New Lead

Follow these steps to manually create a new lead in the mobile app:

1. Open the CRM Mobile App

2. Tap the Contacts icon

3. Tap the plus (+) icon
   
   

4. Assign a Source

5. Enter the lead’s contact details
   
   

6. Optional: Assign Type and Status

7. Tap Create Lead

What this allows you to do:

• Capture new contacts immediately while you are in the field

• Avoid losing opportunities by waiting to enter them later

• Keep your database accurate in real time

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How to Organize and Prioritize Leads

Inside the Leads menu, you can sort your contacts to focus on the most important opportunities.

You can sort leads by:

• Last Active

• Start Date

• Last Communication

• First Name

• Last Name

• Average Property Price

• Number of Properties Viewed

• Number of Searches

• Number of Visits

• Number of Favorites

What this allows you to do:

• Focus on the right conversations at the right time

• Maintain consistent follow-up across your pipeline

• Quickly identify engaged or high-intent leads

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How to Search and Filter Leads

The mobile app allows you to quickly find specific contacts or groups of leads using search and filters.

To search for a lead:

1. Open the Leads menu

2. Use the search bar to enter a name, email, or phone number
   
   

To use filters:

1. Tap Filter By

2. Select a saved filter
   
   

3. View leads grouped by criteria such as status, source, or activity

To access Lead Ponds:

1. Open the Ponds menu

2. Select a pond you have access to
   
   

3. Claim available leads

What this allows you to do:

• Quickly locate specific contacts

• Segment your database for targeted follow-up

• Claim and manage new opportunities from lead distribution systems

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Why This Matters for Your Business

Your database is one of your most valuable assets. The easier it is to capture and organize leads, the more consistent your follow-up will be.

Using the CRM Mobile App helps you:

• Capture leads the moment you meet them

• Keep your pipeline clean and up to date

• Prioritize high-value conversations

• Stay consistent with daily lead management

When your database is accurate and organized, it becomes easier to convert opportunities into appointments and closings.

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Frequently Asked Questions

• Can I edit a lead after creating it?
  Yes. Open the lead’s profile in the app and update contact details, Status, Type, or add notes at any time.

• What should I use as the Source?
  Choose the most accurate origin of the lead such as Open House, Referral, Sign Call, or Website so your reporting stays clean.

• Do I have to assign Type and Status?
  No. These fields are optional, but assigning them helps you stay organized and improves follow-up consistency.

• Will the lead sync with my desktop CRM?
  Yes. Any lead created in the CRM Mobile App automatically syncs with your desktop CRM.

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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

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Related Articles

• Manage Push Notifications in the CRM Mobile App

• Follow Up & Notes in the CRM Mobile App

• Communicate with Leads in the CRM Mobile App

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