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Manage and Create Leads in the Mobile CRM App

Quickly add contacts on the go using the Real Geeks CRM Mobile App

Creating and managing leads in the 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 instantly add contact details and manage your pipeline from your phone.

Need to Know

  • Download the CRM Mobile App from the Apple App Store or Google Play Store to get started.
  • Add a lead manually in the mobile app that you meet out in the field. 
  • Sorting and filtering help you prioritize follow-up
  • Filters must be created in the desktop CRM before they appear in the app
  • Leads created in the app automatically sync with your desktop CRM

Table of Contents

How to Create a New Lead in the CRM Mobile App

Follow these steps to manually create a new lead:

  1. Open the CRM Mobile App

  2. Tap the Contact button

  3. Tap the + sign

    crm-app-add-lead

  4. Assign a Source

  5. Enter the lead’s contact details (First Name, Last Name, Email, Phone)

    crm-app-new-lead-details

  6. Optional: Assign a Type and Status

  7. Tap Create Lead

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How to Sort and Organize Leads in the App

Inside the Leads menu, you can use the Sort By option to organize your contacts in a way that supports your daily follow-up.

crm-app-sort-by-full
You can sort leads by:

  • Last Active (Date)

  • Start Date

  • Last Communication

  • First Name (Alphabetical)

  • Last Name (Alphabetical)

  • Average Property Price

  • Number of Properties Viewed

  • Number of Searches

  • Number of Visits

  • Number of Favorites

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How to Search and Filter Leads

The CRM Mobile App makes it easy to quickly locate specific contacts or groups of leads.

To search for a single lead:

  • Use the search bar in the Leads menu to search for lead by name, email or phone number

Tap Filter By to open Lead Filters and Ponds in the CRM Mobile App. 

crm-app-filter-by-full

  • In the Searches menu, select a lead filter to quickly view leads by status, source, activity, or tags and prioritize your follow-up.

  • Open the Ponds menu to access any Lead Pond you’re assigned to and claim available leads right from your phone.

Please Note

Filters must be created in the desktop version of the CRM before they are available in the mobile app. You cannot create new filters directly inside the CRM Mobile App.

Using sorting, searching, and filters together allows you to stay organized and focus on the right conversations each day.

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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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