Marketing Lead Source Improvements in the Lead Manager

Your Real Geeks managed marketing leads now show exactly where they come from. If you’re on a Grow, Expand, or Conquer plan, new leads generated through Real Geeks managed marketing will now display the specific ad channel as the Source in the Lead Manager. This makes it easier to filter, follow up, and route leads by channel.

Table of Contents

• What’s Changing with Lead Sources

• How to Filter Leads by Source

• How to Create a Workflow by Source

• How to Route Leads by Source (Round Robin)

• Do I Need to Update Anything?

• Frequently Asked Questions

• Need Help?

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What’s Changing with Lead Sources

We’ve updated how managed marketing leads appear in the Source field inside the Lead Manager. New leads now clearly show the exact advertising channel they came from and whether they are a buyer or seller, so you know exactly where each lead originated, what kind of opportunity it is, and can build a more specific follow-up strategy to engage them effectively.

Lead Type	Old Label	New Label
Google buyer	Website Property Search	RG Google
Bing buyer	Website Property Search	RG Bing
Facebook buyer	Website Property Search	RG Facebook

What Does “RG” Mean?

RG stands for Real Geeks. Any Source that begins with “RG” indicates the lead came from your Real Geeks managed marketing campaigns.

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How to Filter Leads by Source

Filtering leads by Source allows you to quickly view every lead that registered from a specific advertising channel. This makes it easy to take targeted action, such as sending a mass email, subscribing leads to a specific Workflow, or prioritizing follow-up based on lead type.

1. Go to the CRM Leads List

2. Click Advanced Filters.

3. Select Source from the dropdown.
   
   

4. Choose a specific Source (for example, RG Google).

5. Click Apply Filter

Your Leads List will now display only leads from that channel.

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How to Create a Workflow by Source

Creating a Workflow based on Source allows you to tailor your follow-up strategy to how the lead found you. Different channels often require different messaging and timing, so this helps you engage each lead more intentionally and automatically subscribe them to a unique campaign based on their Source.

1. Go to Automations → Drip Workflows.

2. Click New Workflow.

   

3. Select Blank Workflow

4. Enter your Workflow Name

   • Make this descriptive and easy to recognize by who it’s for.
     For example: Facebook Marketing Leads Intro.

5. Under What should trigger leads to be subscribed?, select When a new lead is added or reassigned to a different agents

6. Under Leads from these sources:, type in the appropriate source (for example, RG Facebook).
7. Under What should happen if the lead responds? select Pause workflow on communication from lead
   
   
8. Click Continue
9. Build your Workflow steps.
10. Click Publish

This will create the workflow campaign, and will immediately be assigned to any leads that register with the selected source. Build out a campaign for every unique source to have a unique campaign for your leads. 

Example strategy:

• RG Google leads often show higher intent because they actively searched for homes. Consider a faster, more direct follow-up sequence.

• RG Facebook leads may benefit from a longer nurture sequence focused on education and relationship-building.

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How to Route Leads by Source (Round Robin)

Routing leads by Source allows you to assign specific types of opportunities to the right agents. For example, you may want certain team members handling seller leads or high-intent Google buyers to ensure the best follow-up experience.

1. Go to Settings → Customize.

2. Next to your Marketing Source (RG Facebook, RG Google, etc...) click Edit
   
   
   

3. In the Lead Assignment menu, select a single agent or Round robin

   1. Choosing an Agent will always assign leads with that source to that single agent
   2. Choosing Round Robin will evenly distribute leads from this Source among the agents assigned to that Round Robin

4. Click Update

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Do I Need to Update Anything?

If you are using any workflows or lead filters set up by the markting team:

• No additional action is required. These have already been updated for you.

If you have custom Workflows or Round Robin rules:

• Review any rules that reference older Source names.

• Update them to use the new RG Source labels.

• Save and test your changes.

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Frequently Asked Questions

• Will my existing leads change their Source label?
  No. Only new leads going forward will use the updated naming. Existing leads will keep their original Source label.

• I’m on the Establish plan. Does this apply to me?
  No. This applies only to Real Geeks managed marketing leads on Grow, Expand, and Conquer plans.

• What happened to “Website Property Search”?
  That Source is still used for organic website traffic. It is no longer used for managed marketing leads.

• My custom Workflow stopped triggering. What should I do?
  It is likely referencing an old Source name. Edit the Workflow, update the Source condition to the new RG label, and save your changes.

• Can I still view all leads together?
  Yes. The default Lead Manager view shows all leads regardless of Source. The new labels simply give you more filtering control.

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Need Help?

• Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)

• Email support@realgeeks.com

• Visit Real Geeks University for free video courses

• Join the Real Geeks Mastermind Group on Facebook for peer tips and best practices

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