CRM 2025
The long wait is finally over! Our new CRM Feature is going Live on Monday, 4th August... So, what does this mean for you? We will have a whole new FAQ li...
Sun, 3 Aug, 2025 at 3:31 PM
Once you have logged into Rave, or clicked on the Home icon – you will land on "or return to" the Rave homepage/dashboard. At the top right of the...
Sun, 3 Aug, 2025 at 7:46 PM
Raves CRM portal includes a number of sub-tabs – below is a quick summary of each. The CRM Leads & Clients tab Rave's CRM Leads & Clie...
Sun, 3 Aug, 2025 at 7:41 PM
Rave's CRM Leads & Clients tab is where you can add new Clients, find Client information and manage your Enquiries (sales leads) through to com...
Tue, 12 Aug, 2025 at 2:10 PM
Adding a new Client or Enquiry is done via Rave's CRM portal. Clicking on the CRM button, next to Rave's Home icon, opens the CRM portal displaying ...
Tue, 12 Aug, 2025 at 2:42 PM
Company client profiles are managed by your head office i.e. if you are part of a franchise or multi-branch group this is the entity that sits above you. W...
Thu, 7 Aug, 2025 at 6:36 PM
It's super easy to upload a client list into your Rave CRM or to export your existing client list from it. How to Import your Client List CSV ...
Mon, 4 Aug, 2025 at 1:53 PM
Creating and managing a client user login, as well as resetting their login password, is done via the CRM Tab - Lead/Client profile. If a client has a Ra...
Fri, 1 Aug, 2025 at 4:33 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 in Rave...
Tue, 12 Aug, 2025 at 5:01 PM
Adding a Client Enquiry flows on from adding a new Client to Rave. Once you've loaded all your client's details, click the 'Next - Add an Enquir...
Mon, 4 Aug, 2025 at 1:18 PM