How is a “New” lead flag removed from a lead in Real Geeks?
- Select All
- Logging an activity that you have already performed by clicking the Activity tab, selecting a type, and clicking save
- By changing the Status from “new”
- Contact the lead either through email or text
- When the lead is assigned to a workflow
- By calling the lead inside of the app
- By changing the Urgency to “contacted”
When should you contact a lead that has been assigned to you?
- Select All
- Same business day
- Wait until they respond to the email or text from the workflow
- Within the first 5 minutes
- Next business day
- The next time they are searching online
How can you automate follow ups in real geeks?
- Select All
- Create a recurring followup
- Ask admin to automate your follow-ups
- Assign a workflow
- Schedule emails and texts to go out at a specific day/time
What Information should go in important notes?
- Select All
- Current address
- Home search Criteria
- Financial Information
- Phone call documentation
- Spouses/significant other’s name
How many phone calls must you make in the past 30 days to be eligible to receive firm leads?
- 10
- 25
- 50
- 75
- 100
- in doctor evil voice...1,000,000
What type of data does a CRM typically store about clients?
- Select All
- Financial Information
- Demographic information
- Communication Data
- Contact information
- Purchase history
What do you do if you find out the lead has a bad number?
- Don’t worry about calling, just email them
- Keep calling the incorrect number
- Search on thats them for additional numbers
- Skip lead and go to next one.
(check all applicable)
What role does CRM play in lead nurturing?
- It grants clients the freedom to search properties on our website without any interruptions
- It automates the entire lead nurturing process.
- It helps identify and prioritize leads for nurturing.
- It allows the agent not to have to worry about lead nurturing activities.
What do you do if a lead says they have already purchased a home?
- Change urgency to contacted & status to not interested
- Do nothing
- Change urgency to contacted & status to already purchased
- Wait I am suppose to contact leads?!
- Mark them as a dead lead
(check all applicable)
How do you check to see if a lead has a saved search & is getting property emails?
- Just expect it to work
- Log in as user and look at their notifications
- Call Lead and ask
- Ask someone else to call them
- Check the client information page on Real Geeks
- You don't have to check they automatically get a saved search and daily emails when they sign up on the website
(check all applicable)
What do you do if a lead says they already have a realtor?
- Ask if they are happy with their agent and if not, you'd be happy to help them
- Ask if they have signed paperwork, if so ask who they are working with add to important notes
- Change urgency to contacted and status to working with another realtor
- Who cares if they have an agent
- Wish them luck in their home search and hang up
- Try to win over the client and get them to use you as their realtor instead
(check all applicable)
When can you use the “Chat” feature in Real Geeks?
- Only when they are searching for homes
- Anytime
- Chat is the same as text
- When the lead is online
When should you mark a lead as “dead”?
- Select All
- After calling 10-12 times with no answer
- Never
- When you haven't gotten a response to emails or text
- When they are no longer active on our site, whether they have been contacted or not
- After calling 10-12 times with no answer, and no longer active on our website.
- After you have called 3 times and have gotten no response
What does CRM stand for?
- Customer Relationship Marketing
- Customer Retention Management
- Customer Relationship Management
- Customer Relationship Model
After calling a lead, what things need to be done?
- Update Real Geeks Activity and add any notes
- Change status
- Assign Workflow (Email Drip)
- Change Urgency
- Schedule Follow Up
(check all applicable)
What 3 statuses will remove a lead from your list?
- Already Purchased
- Under Contract
- Working With another Agent
- Blank
- Dead Lead
- Contract
- Nurture
- Active
- Attempted Contact
- Do Not Contact
(check all applicable)
How does CRM benefit businesses in managing customer interactions?
- It consolidates and assesses customer interactions.
- It increases the number of customer interactions.
- It removes all customer engagements.
- It automates customer interactions entirely.
How can CRM contribute to efficient communication with customers?
- Select All
- By automating communication tasks
- By providing a centralized platform for client interactions.
- By concentrating on past customer data.
- By eliminating the need for calling leads

Real Geeks Quiz

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