Migrate from Real Geeks to HighLevel

Real Geeks stores all people records in its Lead/CRM object. These migrate directly as HighLevel contacts. Standard contact fields — first name, last name, email, phone — map 1:1. Any Real Geeks lead without a company association lands as a contact without a company link in HighLevel.

Real Geeks company records map 1:1 to HighLevel companies. Company name, domain/website, address, and industry fields migrate directly. HighLevel's Company object supports custom fields — Real Geeks custom company properties map to HighLevel custom fields on the Company object. We also ensure that any parent‑child relationships defined in Real Geeks are preserved as hierarchical links in HighLevel.

Real Geeks lead status values — Active, In Escrow, Closed Escrow, Dead, and any custom statuses — have no direct equivalent in HighLevel's default Opportunity model. We create a custom pipeline in HighLevel with stages named to match your Real Geeks status labels so the original closing context is preserved on every record.

Real Geeks urgency values — Cold, Warm, Hot, Contacted, Not Contacted, and custom entries — are pick-list fields with no HighLevel native equivalent. We migrate them as a custom pick-list field on the HighLevel contact record, preserving the exact values so your follow-up priority logic translates directly.

Real Geeks timeframe values — Immediately, 1 Week, 2-4 Weeks, 30 Days, 60 Days, 90 Days, 3-6 Months, 6-12 Months, 1 Year Or More — capture buy/sell readiness. These are preserved as a custom pick-list field on the HighLevel contact, keeping your lead qualification data intact.

Real Geeks tags on leads migrate directly to HighLevel tags on contacts. Tags are preserved as-is so your segmentation and filtering logic in HighLevel reflects the same labels your team used in Real Geeks. This continuity supports consistent reporting and ensures that your existing automation triggers based on tags continue to fire without re‑configuration.

Real Geeks saved searches capture search criteria your team uses to surface specific lead groups. These do not map as native objects in HighLevel. We export the search definition and create HighLevel tags that label records matching each saved search, preserving the grouping logic without recreating the searches themselves.

Real Geeks records showings, property view counts, and engagement timestamps. HighLevel has no native Real Geeks-equivalent activity log for this real-estate-specific history. We create custom activity records in HighLevel tied to each contact, preserving the type, date, and description of each engagement event.

Real Geeks drip campaign configuration — sequence order, delay intervals, and message content — is stored in Real Geeks' settings. HighLevel has no equivalent drip-campaign model; its workflow engine is fundamentally different. We export your drip campaign definitions as a rebuild reference document so your HighLevel admin can reconstruct the logic in the workflow builder.