The CRM settings screen contains multiple sections where you can customise certain parts of your CRM settings and selctions.  You can access your branch CRM settings, with permission, via your profile drop-down icon - the teal coloured circle with your initials to the top right of your page.  Clicking on this icon, scroll down to Branch Settings | CRM option.  Clicking on this page opens your CRM settings screen, defaulting to your Branding tab.



CRM (Client) Settings


First up is your customised client login link - copying, pasting and saving this into your web-browser allows you to log in to Rave via your customised login screen.

You then have the abilty to change (upload) your Branch Logo along with customising your login screen background, menu and active menu buttons.  



Next is the ability to pre-set each enquiry's (lead's) expected close date.  This is the default timeframe you expect a contract to be signed from receiving the initial lead. This can be either 1, 3, 6, 9 or 12 months.





Forecast Settings


This page controls the data that the salesperson's target and forecast reports display.  We have a complete CRM - Setting Your Salesperson Forecast for the Financial Year FAQ on how to create and manage this feature.





Lead/Client Settings


Branch owners have the permissions-based ability to customise various parts of their CRM pages.  If your Rave account is part of a Franchise Business that has a head office/support office that controls these settings, the tabs will not be available for you to view/edit. If you are at a head office level, you will see the orange warning box below indicating that you are changing settings for ALL your franchises. 



Client Types

You can update the labels for 'Person' and 'Organisation' to be names that represent your client base i.e. you could change these to 'People' and 'Business' etc



Line of Business

You can create and manage your Lead & Clients 'Line of Business' options for a person only, organisation only or both.  Simply click on the '+ Line of Business' button to add a new line, and select the person, both or building buttons to set.  Existing lines can be edited, archived, or deleted i.e. as your business evolves/grows, you can;

  • Edit any existing options
  • Archive old options that are in use - they don't delete old data, they just can't be used for new enquiries
  • Delete any options that have never been used 





Enquiry Settings:


Interested in

You can create and manage your Lead & Clients 'Interested In' selections.  Simply click on the '+ Interested In' button to add a new line.  Existing lines can be edited, merged, archived, or deleted i.e. as your business evolves/grows, you can:

  • Edit any existing options
  • Archive old options that are in use (they don't delete old data, they just can't be used for new enquiries) 
  • Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
  • Delete any options that have never been used

 



Pipeline and Sub-Pipeline Stage

You can create and manage your Lead & Clients Pipeline and Sub Pipeline Stage options.                                                

  • Simply click the + Pipeline Stage, or + Sub Pipeline Stage to add a new line 
  • Click the Edit button on the pipeline stage to edit the colour of the stage, the % amount and the name.
  • Within a pipeline stage section, click the Edit button on the sub-pipeline stage to edit the name


As your business evolves/grows you can:

  • Archive old options that are in use (they don't delete old data, they just can't be used for new enquiries) 
  • Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
  • Delete any options that have never been used



Note: You cannot edit 0%, Won or Lost as these are mandatory fields. You can set a max of 10 pipelines per Client Type.  If your business doesn't distinguish between client type (Person and Business) set your Pipeline choices in the middle which shows for ALL clients.




Priorities

You can create and manage your Priority options.

  • Simply click the + Priorities Button to add a new option

As your business evolves/grows you can:

  • Edit any existing options
  • Archive old options that are in use (they don't delete old data, they just can't be used for new enquiries) 
  • Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
  • Delete any options that have never been used




Source of Lead and Sub-Source of Lead

You can create/manage your Source of Lead and Sub Source of Lead options

  • Simply click the + Source of Lead, or + Source of Lead Type to add a new option

As your business evolves/grows you can:

  • Edit any existing options
  • Archive old options that are in use (they don't delete old data, they just can't be used for new enquiries) 
  • Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
  • Delete any options that have never been used




Regions

While your Clients & Leads regions are hard-coded into the system for New Zealand, you can create/manage your sub-region options and Local areas here. 


You can choose to show or Hide certain regions from showing in your system.

If you want to remove areas you don't cover simply choose Hide. This will remove them from showing for you and your team.

  • Simply click the + Sub Region button to add a new option and then the + Local Area to add another layer under the sub region. Your local area could be a subdivision name, town, city or other. We don't report on the local area as this is an individual choice per Client. 

As your business evolves/grows you can:

  • Edit any existing options
  • Archive old options that are in use (they don't delete old data, they just can't be used for new enquiries) 
  • Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
  • Delete any options that have never been used



Note: If you have company Level CRM settings you can ask the Rave Support team to turn on Regions to be branch specific. This way you still control your business options but its branch by branch.

With two branches in the same region like Auckland you can give each branch a different set of Sub Regions and Local Ares in their Auckland Region choices. 

 



Lost Reasons 

You can create/manage the Lost Reason fields here


  • Simply click the + Lost Reason button to add a new option

As your business evolves/grows you can:

  • Edit any existing options
  • Archive old options that are in use (they don't delete old data, they just can't be used for new enquiries) 
  • Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
  • Delete any options that have never been used