The Show Home Portal is easily accessed by clicking on your User dropdown, Branch Settings and then Show Home.
This portal is a form designed to collect Client lead information - as long as you have an internet connection on the device, leads will be added to your RAVE client list in real time. It is branded with your company branding and is designed to sit on a tablet at any given Show Home, Home Show, or Expo event.
To set it up, we select the “Opportunity” which sets how many of these leads will be registered when they come through to RAVE i.e. if we are using the Show Home system at our Show Home we would select the relevant selection i.e. “10% Display Home”.
Then, select how you want the leads to be classified as they come through i.e. Hot, Warm or Cold - make your selection here, and once done, hit Save to complete the setup.
NOTE: Whichever salesperson is logged into Rave on the tablet, will have all leads gained from the Show Home form assigned to their Sales profile. Again, as long as the tablet is connected to Wi-fi or mobile data (3g, 4g, etc). Generally, one tablet is all you’ll need for a Show Home shift, but you can operate as many tablets as required at a Home Show or Expo event.
Once the set-up is complete, your form page will be ready to go - customised with your company's branding.
Whether you’re at your Show Home or an expo event, you can pass the tablet over to your Client to get them to fill in their details! This really helps avoid mistakes in their important contact details being recorded i.e. phone numbers and email addresses.
You can add as many or as few notes as you like in the notes section, and also whether they are keen to receive marketing emails from your company or not - whatever details to add here, this information will also be included in their Client profile once submitted.
Down the bottom of the form, you can also add a Follow-up right then and there.
Clicking this will bring up an extra field for you, to add in the follow-up notes/details, select a follow-up date and category/type.
Clicking submits will send this all to Rave, and refresh the form ready to load in the details of your next leads.