Adding/Editing and Deleting a Client
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, 2 Sep, 2025 at 5:06 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, 22 Sep, 2025 at 4:13 PM
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...
Fri, 25 Jul, 2025 at 9:41 AM
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...
Fri, 1 Aug, 2025 at 2:21 PM
Deleting a Lead/Client, Enquiry, and Project Important Notes: Deleting a client is permanent and cannot be undone. This action will delete the client...
Wed, 3 Sep, 2025 at 7:33 PM