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 in Rave.


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

  • Your sales pipeline tracks your Enquiry through from inception to completion.  Your Pipeline is colour co-ordinated 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 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 have the ability to add a Project from your Enquiry or view the Project if one has already been created for this Enquiry. 

*This is a permission based action by default Branch Owners can do this.




Transferring to another Client


By clicking on the 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

By clicking the 3 dots you can also delete an enquiry that does not have a project. This action is irreversible. Your client will Not be deleted you can still find them on the Leads & Clients Tab under the filter Inactive. 




The below clients have all had their enquiries deleted and have no NEW enquiries added so are displayed under inactive. 

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



Adding a Secondary Client


You can add more than one secondary client to your primary client profile.  Pleae click on our helpful FAQ for adding a secondary client for details 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 with in Rave *
  • Files - Uploading and electronically storing Enquiry files
  • Albums - Uploading and electronically storing Enquiry photos
  • Activities - Appointments scheduled with you, your sales, your projects or client 
  • Sales Pipeline - The journey you Enquiry has travelling 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 are able to 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 are able to 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 notes only and relate to the Enquiry specifically not the Client. 





The Messages Tab

  • This tab has any messages that have been created by you to 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 recipients 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 makes it easy to filter later on.
    • The body of the email is mandatory 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 has the ability to 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
    • You can also download, export to PDF or delete your image or video within the timeline icon
    • The Trash Tab (folder icon 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 if the client has access or not. 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 to this project. 


The Albums / Trash Tab 

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

  • 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 to (with permission) 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 form or a list form that can be viewed by week, day or month when in the calendar form. 

You can add a new acitvity 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 as complete.

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 update 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 log in view its internal only. 




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