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Real Geeks CRM Mobile App - Manage Notifications

Stay responsive to lead activity and important conversations from anywhere

Fast response times play a major role in lead conversion. The Real Geeks CRM Mobile App helps you stay connected to your business by sending real-time notifications directly to your phone whenever lead activity happens. Whether a new lead comes in or an existing lead sends a message, notifications help you respond quickly and maintain momentum throughout the day.

Download the App

Apple App Store | Google Play Store

Need to Know

  • Notifications alert you when important lead activity happens

  • Faster response times improve your chances of connecting with leads

  • Notification settings can be customized based on your preferences

  • Some notification options depend on your CRM role

  • Notification settings automatically save once updated

Table of Contents

How to Enable Push Notifications

Follow these steps to turn on push notifications in the CRM mobile app:

  1. Open the CRM mobile app

  2. Tap the Settings icon in the bottom-right corner

  3. Select Notifications

    crm-app-settings-notif

  4. Toggle the Receive Push Notifications menu

    crm-app-notify-settings

  5. Check the boxes for the notifications you want to receive

Your changes save automatically once selected.

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Understanding Notification Types

Notification options vary based on your role inside the CRM.

For agents:

  • Notifications typically relate to leads assigned to you

  • You can receive alerts for new leads, messages, and follow-up activity

  • Notifications help you stay connected while working in the field

For admins and team leaders:

  • Additional team-wide notification options may be available

  • Notifications can provide visibility into activity across your organization

  • Team notifications help monitor engagement and lead response

Adjust your notification settings to match how you prefer to work and how quickly you want to respond.

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Frequently Asked Questions

  • Why am I not receiving push notifications?
    Make sure notifications are enabled both in the app settings and in your phone’s system settings for the app.

  • Can I choose which notifications I receive?
    Yes, you can select specific notification types in the Notifications settings of the app.

  • Do notifications only apply to my leads?
    Agents receive notifications for their assigned leads, while admins and team leaders can also receive company-wide activity alerts.

  • Do I need to save my changes?
    No, changes are saved automatically when you select or deselect notification options.

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