Help

If you need to provide a second (or third, etc) person with their own login access to an enquiry, you do so by opening that enquiry - by clicking on the enq...

Once an Enquiry has been created for your client, you can add an Activity - be it a follow-up meeting, email, task, or note.  You can also open an enquiry b...

Rave's CRM Activities page is here to help you ensure you are always on top of client communication - You wont miss a single sale for the simple mistake...

Rave's CRM Templates sub-tab is where you can create and manage your CRM client email and custom client export templates.  Email Templates T...

Rave's CRM Notes tab is where we group and display all Branch Lead/Client and Enquiry notes for your entire business.  It is also a great way to view, a...

Rave's Show Home Portal is an online form designed to make collecting new client lead information super easy - whether you're in your show home, at ...

A handy feature of Rave’s CRM portal is the Audit Log functionality.  This provides you with a comprehensive history of a Client's or an Enquiry's j...

Rave offers a range of Sales Reports to help you better manage your sales performance.  You can access these by clicking on the 'Reporting' button t...

As with any new feature in Rave we have implemented a new set of permissions for our CRM upgrade.  By default a user who is assigned the group 'Sales Pe...

Adding a new Company Client is done via the Company Tab.  Those with Head Office Staff permissions can access the Company Tab by clicking on their Company b...