|
Activity |
Updates in RiTA |
What goes back into the CRM |
|
Call |
✅ |
Creates a Phone Call note on the contact |
|
SMS |
✅ |
Creates a SMS note on the contact |
|
|
✅ |
Creates an Email note on the contact |
|
Follow Up |
✅ |
Creates a note on the contact |
|
Appointment |
✅ |
Creates a note on the contact |
|
Note |
✅ |
Creates a note on the contact |
|
Archive |
✅ |
Archives contact |
|
Add/Update property ownership |
✅ |
Creates a note on the contact |
|
Estimated selling dates |
✅ |
Creates a note on the contact |
|
Add/Update buyer requirements |
✅ |
Updates contact's buyer requirements |
|
Buyer timeline |
✅ |
Creates a note on the contact |
|
Add/Update a contact's categories |
✅ |
Updates categories on the contact |
|
Contact data score |
✅ |
❌ - RiTA only |
|
Update contact first & last name |
✅ |
Updates contact details |
|
Update contact primary mobile |
✅ |
Updates contact details |
|
Update contact primary email |
✅ |
Updates contact details |
|
Update secondary phone numbers |
❌ - can only view secondary numbers |
❌ - Not currently implemented |
|
Update a contacts 'Do Not Call' / 'Do Not SMS' / 'Do Not Email' settings |
️⚠️ |
Updates contact's single Do Not Contact option in REX |
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.