The Timeline is a feature in RiTA that will assist you with building out your prospects and understanding what potential properties you have on your records that may be going to market and their timeline.
As you are completing your calls, going through the post-call wrap up, and adding in the estimated sales date, you will automatically add properties to this Timeline.
Two ways to learn! Watch the video or follow the steps below.
1. To access the Timeline, you need to click on the icon of the 3 small squares in the menu on the top left navigation bar.
2. Your Timeline is broken down into some awesome features. Firstly, each of the different columns, or as we like to call them, Funnels, represents a month that has been assigned as when someone is likely to sell based on your conversations with them.
3. Any Overdue will appear if the month assigned is a date before now, and will appear in the very left hand funnel.
4. If you need to update the estimated date, you can easily drag the property tile from one funnel to the next, which will update in both the Timeline and the contacts details in any relevant lists.
5. You can easily add a new property to the timeline by either clicking Add Property at the bottom of the relevant funnel. Alternatively, you can use the More menu at the top of the funnel, which is the icon with the 3 dots.
6. These funnels are now also their own call lists, so in the More menu you will also see an option to Start List.
We will also let you know in your Timeline if a contact has chosen to list with the agency down the road. Unfortunately while not ideal, it does happen!
How you use this information is absolutely up to you, but we would still recommend you reach out and call this contact. Congratulate them on their campaign, and wish them all the best. If this becomes a stale listing with the opposing agency, you will be prompted in your lists, and then that is absolutely the opportunity for you to pick up the listing.
The other really important item here is to make sure you are updating the contacts details with any new information you have available. If they sell, then remove the property ownership, add the new details and if they are no longer in your area of business then even look at archiving them. This way your data is always current and you have a fit and healthy database.