The table below outlines which activities in RiTA are shared with VaultRE, and how those activities are updated and displayed against a contact record. Please allow up to 24 hours for updates to sync with VaultRE.
| Activity/Field | Action in RiTA | Updates in VaultRE |
|---|---|---|
| Call | You log a call and the call outcome | A call note is created but the call outcome is not recorded |
| SMS | RiTA sends an SMS to the contact and the contact replies | A plain note is created |
| RiTA sends an email to the contact | A plain note is created | |
| Follow Up | You create and complete a Follow Up task | A plain note is created |
| Appointment | You create an appointment | A plain note is created |
| Note | You create a note | A plain note is created |
| Archive | You archive a contact | The contact is archived |
| Property ownership | You create or update property ownership information | A plain note is created |
| Estimated selling dates | You create or update this information | A plain note is created |
| Buyer requirements | You can only view this information | No updates |
| Contact category | You update a contact's category | The contact's category is updated |
| Contact data score | RiTA updates a contact's data score | No updates |
| Contact first name and last name | You create or update a contact's first name and/or last name | The contact's first name and/or last name is updated |
| Contact primary mobile | You create or update a contact's primary mobile number | The contact's primary mobile number is updated |
| Contact primary email | You create or update a contact's primary email | The contact's primary email address is updated |
| Secondary phone numbers | You can only view secondary phone numbers | No updates |
| Contact consent | You update a contact's 'Do Not Contact' preference | The contact is updated as 'Do Not Call/SMS/Email' accordingly |
| Salutation/ Greeting | You create or update this information | The contact's salutation is updated |