Property Based Contact View
This type of a contact is displayed when you tap into a contact that is property-based (any contact that comes from an Owners Search).
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When you tap "list" on the right screen, you'll return to the list that the contact is now on.
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You can move to the previous or next contact by tapping the left or right arrows on the right screen.
Contact Overview
- Contact Name
- Channels that they can be contacted through
- Last Activity
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See more activities that have occurred on the contact
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- The related property that the contact was added to the list for (Prospecting Property - will be larger than the other properties)
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Other properties can also be seen if a contact has other properties
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Each property is able to be opened in:
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RPData
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Maps
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or the address can be copied
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- Contact Details (If available)
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Mobile Number
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Phone Number
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Email Address
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CRM ID
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Non-Property Based Contact View
This type of a contact will appear when you tap into any contact that is non-property-based (i.e., any contact that is not from an Owner Search).
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When you tap "list" on the right screen, you'll return to the list that the contact is now on.
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You can move to the previous or next contact by tapping the left or right arrows on the right screen.
Contact Overview
- Contact Name
- Channels that they can be contacted through
- Last Activity
-
See more activities that have occurred on the contact
-
- All properties can also be seen if a contact has other properties
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Each property is able to be opened in:
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RPData
-
Maps
-
or the address can be copied
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-
- Contact Details (If available)
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Mobile Number
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Phone Number
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Email Address
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CRM ID
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See More Activity
*Appraisals in the contact activity feed are only available for accounts with AgentBox and Rex CRMs.
When the you click See More Activity you will be directed to a Contact Activity screen where you will be able to see all the activities the contact has had.
Single Contact View Action Button
Skip Contact
You can pick from multiple options:
- Skip Duration
- Today
- 7 Days
- 30 Days
- 90 Days
- Custom
- Custom asks you to input the end date for the skip
- Forever
The skip will be added to the contact for you, will be everywhere or nowhere (not supporting in this list, all lists)
- You can skip for certain users they have access too.
- You can add a note to the skip for anyone to see.
Open in CRM
When you click on Open in CRM, your default web browser launches and displays the CRM and any associated contacts.
General Note
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When a you create a general note against a contact this will create an activity with the category of ‘note’ which is unspecific.
Call Note
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When you create a call note against a contact this will create an activity with the category of phone call with the sub category of either no answer, left voicemail, or connection made depending on the outcome of the call made.
Send SMS
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If you have more than one RiTA number, you are able to change what RiTA Number it will be sent from.
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You will have to compose a custom message to send to the contact.
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Create Follow Up
Follow-ups are great if you want to set yourself a reminder. These follow-ups will end up in your inbox and appear when you have set them to be due.
Simply select “Create Follow up”
Then Select follow up Type eg. Call Back
Select the Due date
Then tap create.
Follow up will appear in your inbox when they are due.