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. 

If you are using the Probability of Signing option it will show on the left hand side under the Priority and Salespipline until such time as the contract is signed then it will disappear

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 information 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 (Article link)
• Mail - Messaging between your branch and your client within Rave (Article link)
• Documents - Uploading and electronically storing Enquiry documents (Article link)
• Albums - Uploading and electronically storing Enquiry photos and video (Article link)
• Activities - Appointments scheduled with you, your sales, your projects or clients. (Article link)
• 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

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