Supported timeline activities

RiTA logs key milestones in the contact timeline to track the progression of a property from appraisal to settlement or lease.

Capabilities vary by CRM provider, which means not all CRMs provide the necessary information RiTA needs to populate every step. The table below outlines the sales and rental activities that your CRM supports.

Activity	Vault	Agentbox	Box & Dice	REX	Move	Renet	Century 21	Eagle	LockedOn
Sales Appraisal	❌	✅	❌	✅	❌	❌	❌	❌	✅
Rental Appraisal	❌	✅	❌	✅	❌	❌	❌	❌	✅
Listing for Sale	❌	✅	❌	✅	❌	❌	❌	✅	✅
Rental Listing	❌	✅	❌	✅	❌	❌	❌	✅	✅
Conditional Contract - Vendor	❌	✅	❌	✅	❌	❌	❌	✅	❌
Conditional Contract - Purchaser	❌	✅	❌	✅	❌	❌	❌	✅	❌
Unconditional Contract - Vendor	❌	✅	❌	✅	❌	❌	❌	✅	✅
Unconditional Contract - Purchaser	❌	✅	❌	✅	❌	❌	❌	✅	✅
Settled Contract - Vendor	❌	✅	❌	✅	❌	❌	❌	✅	✅
Settled Contract - Purchaser	❌	✅	❌	✅	❌	❌	❌	✅	✅
Leased Property - Vendor	❌	✅	❌	✅	❌	❌	❌	✅	❌
Leased Property - Tenant	❌	✅	❌	✅	❌	❌	❌	✅	❌

How to leverage activity data in call lists

If your CRM supports the activities listed above, you can use the Last activity of type filter to segment your contacts to create highly targeted call lists or automations.

Example Use Case: To find property owners who have recently gone to market, apply the filter: Last activity of type is Listing for Sale less than 30 days ago.
Actionable Outcome: Saving this segment as a call list or as a filter in your automation allows you to proactively contact surrounding neighbours or execute a timely customer service touchpoint without manually scanning your CRM.

How to leverage activity data in call lists

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