Adding a new Client or Enquiry is done via Rave's CRM portal. Clicking on the CRM button, next to Rave's Home icon, opens the CRM portal displaying the Leads & Clients sub-tab, where you can easily find and access all of your enquiries. You can upload a client list via the 'CSV Import' button, or add a new client via the '+ Lead/Client' button to the top right of the screen.
Adding a Lead/Client
Clicking on the '+ Lead/Client' button opens the Create New Lead/Client screen. From here click the client type of person or organisation, and essentially, you're just filling in as many fields as you can. If you don't have all the information to hand, no worries, complete the details that you do have, as you can always return later to edit your client's profile.
Adding a Company Client to your Branch
If you are looking for a Company Client to assign a new lead to, you can select the 'Load Company Client' check box and choose the client you want to add to your Branch. Company Clients are managed by your Head/Support Office team, so you can only edit certain information attached to them. Company Clients have the pink icon beside them, and hovering over it, the icon will say it's a Company Client.
Entering a Person vs an Organisation Client Type
- The person client type has the mandatory fields of first name, last name & email. If you enter a preferred name, that will be displayed for the New Home Consultants and other staff to see, as that's what they prefer to be called.
Note: You can also add a secondary client email, so any notifications sent to the primary email will be sent to the secondary email also, but this is NOT a secondary client login. To set up a secondary client login, check out these Rave Help articles: Adding a Secondary Client to your Enquiry and Creating and Managing a Client Login + Access Permissions
- An organisation client type can be any entity. This field allows you to add a Company, Trust, School, Business, or other entity type's name. The organisation's name and email address are the only mandatory fields here. You will notice that the first and last names of your contact are no longer required fields, and that Rave now asks for the Organisations' liaisons' details. The liaison is the person who represents the organisation.
Note: Opt into email marketing - by checking this box, you are confirming that the client is OK for you to send them marketing emails, whether that is via our MailChimp add-on or another email service you use.
Once you've loaded all the client's details, click the 'Next - Add an Enquiry' button to complete the process by adding their enquiry.
Check out our Adding an Enquiry to your CRM Client Profile FAQ.
Merging a Client into another (already existing) Lead/Client
Once a client profile has been created, you can merge an existing client into another client and it will merge all the enquiry and project information that has been added. The original client will then be deleted (this will be in the Audit trail) To perform this action on your client's profile screen - via the 3-dot menu to the right of their client profile name you can Merge a Lead.
⚠️ Note: Completing a merge, and deleting a profile in this way, is an irreversible action
Editing a Client's Profile
If you need to edit or add details to a client's profile, first click on the client's name (profile link) to open their profile, then click the 'Edit' button to the right of the Client Details header. You can then make any changes you need. As soon as any changes have been made, the 'Save' button for client details will unlock. You can cancel out of the edit screen by clicking the Cancel button.
Copy to Clipboard Feature
Wherever you see the clipboard icon you will be able to copy the script to your clipboard and paste the information.
Adding (Internal/Hidden) Client Notes
Client notes are viewable only by branch staff. When adding a note, you can also attach documents via the 'Attach File to Note' button. As soon as text has been added to the 'Add internal note' field, the 'Save' button will become clickable, allowing you to save your note.
Once a note has been added, a few icon actions become available:
- The Paperclip icon - allows you to attach a file to the note
- The Thumbtack/Pin icon - allows you to pin the note to the top of your client notes section - Pinning the note will ensure that the note will remain at the top, while all other notes will descend in order from newest to oldest down the page.
- The Pencil icon - allows you to edit your note
- The Red Trashcan icon - allows you to delete your note
Note: Notes that are viewable by clients and contractors are not added here; these types of notes are done within the client's enquiry itself and require viewing permissions for them to access.
An example of a pinned note below
