CRM - The Enquiry Screen

What you can expect from your Enquiry Screen

Your Enquiry Tab is set up to view, store and upload important information relevant to your Enquiry (or sales lead) in Rave.

At the top of the Enquiry Screen is Raves Sales Progression Pipeline

• Your sales pipeline tracks your Enquiry through from inception to completion.  Your Pipeline is colour-coordinated with the same stages in the Sales pipeline stage drop-down box.  These stages are customisable both in colour | wording | percentage, and other customisable options (with permissions). If you are using a sub sales pipeline option, they will also show in the progression Pipeline at the top of the screen, as well as the Sales Pipeline dropdowns. 

You can change the salesperson via the salesperson drop-down, and you can add a Project from your Enquiry or view the Project if one has already been created for this Enquiry. 

Note:  This is a permission-based action. By default, Branch Owners can do this.

Transferring an Enquiry to another Client

By clicking on the enquiries 3 dots, you can transfer your Enquiry to another previously loaded Client in Rave. 

If the enquiry is attached to a project, it will transfer both the enquiry and the project to the new client. 

Deleting an Enquiry

You can delete an enquiry (with permission) that is not already linked to a project. Open the Enquiry, then click the 3 dots to see the delete option.  This action is irreversible; this is what we call a soft delete.  Your client can still be found on the Leads & Clients Tab under the filter Inactive. 

Note: This will show in the Enquiry Audit Log, which will track these Deletions by person, action, date, time etc.

The client below has had their enquiries deleted and has no NEW enquiries added, so are moved to an inactive status. 

To add a new enquiry to this client, click on their client name link, and it will open the screen below for you to click the + Enquiry Button. 

When in Rave if you see the clipboard icon, this means you can copy the script and paste.

Adding a Secondary Client

You can add more than one secondary client to your primary client profile.  Please click on our helpful help article for adding a secondary client for detailed steps.  Adding a Secondary Client to your Enquiry.

Updating your Source of Lead | Source of Lead Type | Sales Pipeline Stage & Priority

Raves CRM customisable Source of Lead, Source of Lead Type, Sales Pipeline Stage and Priority can all be changed and updated at any time in your Enquiry Tab.

A Summary of the Enquiry Sub-tabs

• Details - Editing information or adding in extra information as it comes to hand
• Notes - Enquiry notes are added in here 
• Messages - Messaging between your branch and your client within Rave
• Files - Uploading and electronically storing Enquiry files
• Albums - Uploading and electronically storing Enquiry photos and video
• Activities - Appointments scheduled with you, your sales, your projects or clients 
• Sales Pipeline - The journey your Enquiry has travelled through the Sales Pipeline

The Details Tab  

Here you will find all the information that has been filled in when setting up this Enquiry.  You can edit any of the Enquiry details at any time by clicking on the Edit pencil.  

This tab has all the details loaded that are relevant to this enquiry

• The enquiry reference, the estimated budget, and when the enquiry was created
• The location of your enquiry and the site address
• Important dates like the conditional contract date and the expected close date
• We also show other contacts linked to your enquiry, if applicable

The Notes Tab
 You can add a note, pin your note, edit notes, add attachments and delete notes from this tab. 

To learn more about Enquiry Notes please see the detailed help article CRM - Enquiry Notes. To learn more about Enquiry notes at a Branch level click the article link here CRM - Branch Lead/Client and Enquiry Notes.

Note:  These notes are internal only and relate to the Enquiry specifically - not the Client. 

The Messages/Mail Tab

• This tab has any messages/mail that you have created for your client or other people within your Branch on this enquiry. 
• You can use the search box to search for key words within the messages/mail.
• You can use the up and down arrow filters to show oldest message first or newest message/mail first.
• Create new messages via the New Message Icon
• To learn more about Creating/Editing/Deleting/Managing Enquiry Mail see CRM Mail help article.

The Files Tab

This tab has any files that you or other people within your Branch have uploaded - you can also drag and drop files in here to share with them.  Your client can see what is in these files if you give them permission when inviting them to Rave. Clicking on the file icon will open a new screen for you to preview the file attachment and then choose to download or print. 

The Albums Tab

This tab stores photos and videos up to 1GB in size.  You can upload 20 photos or videos at a time into Albums by clicking on the Album and clicking the Upload button.  You can also export items to a PDF that are in your Album.

To learn more about how Albums works in the CRM Enquiry tab click here for our help article. 

My Activities - Calendar View 
This tab has all the activities relating to this enquiry in a calendar, or a list view, that can be viewed by week, day, or month when in the calendar form.  You can add a new activity to the top left. A meeting or Task will show on the calendar or you can click on the calendar day to open the activity creation model.  An email, Call or SMS will not show on the calendar, but will update to the top left of the screen "Last Contact"

My Activities / List View

This is a List view of all activities. You can mark them as complete or unmark them as complete.  You can filter and search as well as add a new activity and see it appear on the list. 

Sales Pipeline

The Sales Pipeline gives you a timeline view of the sales journey for this enquiry. Every time the sales pipeline is updated, it will show the date and by whom. We also show the number of days since the last change was made. The example below took 7 days to move from 90% Waiting Signature to 100% Won.  If you use the sub sales pipeline feature, this will also show here. We do not show this tab in the client login view; it's internal only. 

Click the following link for an in-depth look into Adding Follow-up Activities - Meetings, Emails, Calls, Text, Tasks, or Notes to your Enquiry