Rave's CRM Activities page is here to help you ensure you are always on top of client communication - You wont miss a single sale for the simple mistake of forgetting to make a follow up to your clients. With that in mind, we have two Activity sub-tabs - the Activities report, and the All Enquiries without Activities report.
The Activities Report
The CRM Activities / Activities report allows you to quickly scan and sense check your activities i.e. if a client is set to get finance in 6 months' time, maybe you should move your follow-up activity call from 6 months to 4 months - to keep yourself top of their mind.
Clicking on the CRM Activities / Activities sub-tab displays information for all of your branch's enquiries' Activities created in Rave. You have a number of toggles and filters to refine your Activities list:
- The 'Upcoming' and 'My Activities Only' toggles allow you to hide past activities and display your activities only
- You can Export or Print the displayed activities list
- You can keyword search for specific activities, notes, and enquiry descriptions, and filter the activity list by event types, participants, statuses, and salesperson.
The resulting activity list displays each activities':
- Description and any Notes that have been entered for the Activity
- The Activity Type Meeting, Task etc...
- The day and time and location
- If an address has been loaded, you can click on the link to open Google Maps for the location and directions
- If a meeting link has been added, Rave will display the meeting link for you to click on - The Organiser and Participants - the Participants' acceptance status may also display with the following icons
- A green tick icon - accepted
- An orange question mark - maybe
- A black hourglass icon - awaiting confirmation
- A red cross icon - declined - The Enquiry reference - a clickable link to open the enquiry and add or manage activities
- The Salesperson's initials - hovering over this will display the salesperson's name
- A Calendar icon - a clickable link to open the activity to edit it
Note: In an upcoming update you will be able to mark activities as complete from this page. At present you need to click on the enquiry, go to activities, and select the small green check box to mark the activity as complete on the calendar view.
The All Enquiries without Activities Report
One of your most important sales reports in Rave is the Enquiries without Activities report. Clicking on the CRM Activities / All Enquiries without Activities report shows any enquiries without a follow-up i.e. are you at risk of losing a sale simply because you forgot to follow up with your client enquiry?
Tip: Click on an enquiry reference to immediately add an activity!
You can
- Export or Print your displayed enquiries without an activity list
- Keyword search for specific enquiries and client names, and filter the report by created date, pipeline stage, priority, status, and client type.
The resulting list displays each client's:
- Name and Contact email and phone number - all clickable links
- The Salesperson's initials - hovering over this will display the salesperson's name
- The Enquiry reference - a clickable link to open the enquiry for you to add an activity
- The sales Pipeline Stage and Priority
- The Enquiry Created and Expected Close Dates - if loaded
For example, if you filtered your pipeline stage by Presentation Scheduled, Qualified to Buy, and Decision Maker brought in, and your priority by Pricing/Negotiation and Actively Engaged - you could consider why there are no activities scheduled for these enquiries. These are pretty important enquiries, which should all have a follow-up activity. Likewise, with the expected close date field, you would expect a date to be entered under each enquiry.
So, again, the CRM Activities / All Enquiries without Activities report is a great overview to use to ensure that no Enquiry is being missed.
As a sales person or New Home Consultant, you will see my Enquiries Only; you will not have access to see all other salesperson enquiry Activities.
