Picking up the phone has never been so easy! RiTA gives you everything you and your team needs to make the call, including what to say.
Two ways to learn! Watch the video or follow the steps below.
1. Getting into a list
RiTA comes with some lists of contacts already pre-loaded, so you can start calling immediately. Click on the Lists icon on the left hand panel of the Dashboard to load the screen, then scroll down to choose from a range of available lists.
You will see some market activity call lists or any lists you have scheduled to start today. Click on start list to start a call list.
2. Understanding the Contact information
Once you have clicked Start on a list to open it, select the first contact located in the left side panel. This will bring up all that contact's information RiTA has gathered on that person and property from your CRM data and also the following information:
Agent that Owns or has access to the contact
Past Notes and Engagement - any communication you have had with them and any notes on their file
Call, SMS, email, appointment, follow up, note, archive or edit actions
3. Making a call
RiTA will include Topics to Talk About which are topics drawn from current market activity relevant to your contact. You can find these topics halfway down the contact card. These are handy topics to start a conversation with your contact.
Once you are ready to call, simply click on the blue Call button to access the contact's number and subsequent follow-up actions.
4. When the Call button is clicked and you have made your call to your contact, RiTA will give you the option to select from the following 3 categories, depending on how your call went:
Connected- This is if you have spoken to the contact on the phone. It will bring up RiTA's default template with a list of the suggested topics you may have spoken to them about. You can keep these, amend them, delete them, or select a different template. The option to edit the Template is available for all 3 categories.
No Answer- If you select this option, be aware that RiTA will show you this contact at a later date in a different list, as she deems there to have been no contact made at this point in time. Make sure to leave some notes so you remember why you were calling them. You can choose to skip them if they appear again.
Voicemail - If you did not reach the contact at this time, make sure to leave a message in the Call Notes box for future reference.
Remember to click Save when you are done.
If you would like to take any other actions do so here. Including sending an email or an SMS click on the button in blue.
If you want to action any follow ups or update property ownership or update buyer requirements you can do so in the contact card. Scroll to the bottom under the topics to see
Once you have saved your call notes and finished any other actions such as updating properties, buyer requirements or follow ups, you can now move onto the next contact. Click "Next Contact" on the top right hand side to move to the next contact. Or select another contact on the left.
If it is the last person on your list, select Complete.
Note: Whenever you navigate away from a list, RiTA will ask to see if you wish to also complete the list you are in. By default, the 'Mark list as complete' checkbox will be ticked, which, when you click 'Exit List', will also mark the list as complete and put it in your 'Past List's section on the RiTA dashboard.
If you wish to revisit this completed list, you can find any completed lists in the analytics page in RiTA.