What activity in RiTA will update in the CRM?
|
Activity |
Updates in RiTA |
What goes back into the CRM |
|
Call |
✅ |
Creates a note on the contact |
|
SMS |
✅ |
Creates a note on the contact |
|
|
✅ |
Creates a 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' / 'No Spam' preference |
✅ |
Updates communication preferences |
When can I expect any updates to data I make in RiTA to be pushed back into the CRM?
RiTA will attempt to update data in your CRM as soon as possible, however, this will be dictated by limitations on your CRM's API side, amongst other factors.
To err on the side of caution, allow up to an hour for updates in RiTA to sync back to your CRM.
If you are not seeing updates from RiTA in your CRM within the next 12-24 hours, please contact support via the in-app live chat, or email us using the details below