What activity in RiTA will update in the CRM?
|
Activity |
Updates in RiTA |
Updates in CRM |
|
Call |
✅ | ✅ |
|
SMS |
✅ | ✅ |
|
|
✅ | ✅ |
|
Follow Up |
✅ | ✅ |
|
Appointment |
✅ | ✅ |
|
Note |
✅ | ✅ |
|
Archive |
✅ | ✅ |
|
Add/Update property ownership |
✅ |
❌ note is recorded on contact |
|
Estimated selling dates |
✅ |
❌ note is recorded on contact |
|
Add/Update buyer requirements |
✅ | ✅ |
|
Buyer timeline |
✅ | ❌ |
|
Add/Update a contact's categories |
✅ | ✅ |
|
Contact data score |
✅ | ❌ |
|
Update contact first & last name |
✅ | ✅ |
|
Update contact primary mobile |
✅ | ✅ |
|
Update contact primary email |
✅ | |
|
Update secondary phone numbers |
❌- can only view secondary numbers |
❌ |
|
Update a contacts 'Do Not Call' / 'No Spam' preference |
✅ | ✅ |
When can I expect any updates to data I make in RiTA to be pushed back into the CRM?
Updates will be attempted to sync back to your CRM as soon as possible, however there can be delays so please allow up to 24 hours before contacting us.