CRM - The Enquiry Screen

Modified on Fri, 15 Aug at 3:55 PM

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 FAQ 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

*This tab is greyed out until you invite your client to Rave

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

Adding a note here will also appear on the CRM Branch Enquiry Notes page. You can pin your note, edit notes, add attachments and delete notes from this tab. See CRM - Branch Lead/Client and Enquiry Notes FAQ to learn more about Enquiry notes and seeing all your notes in one place.

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

The Messages Tab

This tab has any messages that you have created for your client or other people within your Branch. You can also create and send a message - much like an email.
A copy of the message is sent to the recipient's external email inbox.

Example email sent to the recipients' external email

When creating a new message, there are mandatory fields to fill out

To - who the message is for. The drop-down will give you options to choose from within your business and your client.

Note: Your client must be invited to Rave and their Enquiry before being able to view or reply to any messages sent.
Subject - this is so you can filter for messages by subject later on if you need to, so a well-worded subject line makes it easy to filter later on.
The body of the email is also mandatory, and needs to be added before the send button is activated.

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.

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

The timeline icon has filters where you can search by description, album, or photo creation date. You can select a date range by picking a date or choosing a pre-determined timeframe. You can also move or delete albums, which will be found in the trash can.
The timeline icon also lets you toggle to view your uploads only, and has an ascending or descending order toggle.
The Trash Folder icon (the folder with an x on it) will take you to the trash folder, where deleted images or videos are stored.
As you create each album, you can decide whether the client has access. And if you want them to view only or view and upload.

The Albums / Timeline Tab

The second Albums sub-tab is called Timeline. This is where you can search for an album name, item name, or description to find any image or video that exists in this project that you have access to. You can select a date range to view all images loaded to all albums in that time (that you have access to) or view only your uploads via the My Uploads only toggle. You can change the ascending or descending view to show the oldest or newest first, depending on your requirements. We will show all images and the timeline they were loaded into this project.

The Albums / Trash Tab

The third Albums sub-tab is the Trash folder. Those with permission to delete items and or albums will find these items in the Trash folder.

If you have permission to delete only your own items, you will only see your own deleted items.
If you have permission to delete ALL, then you will see every item deleted, regardless of who deleted it.

Hovering over items in Trash, you will see an icon of a person with an X. This will tell you which user deleted that item.

The three-dot action dropdown will also allow you (with permission) to restore an item that was deleted by yourself or another user or to delete it permanently.

You can bulk select items to Permanently Delete, which will delete them forever - we cannot undo this action.

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. 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