RiTA's Filters – CoreLogic NZ

RiTA uses Filters to help you find the contacts you want to speak to or to understand the contacts that you have been given access to. When a list is created, RiTA is using these Filters as her logic to sort through and find your contacts.

When you heart a suggested list in RiTA or create a new list, you can add, remove, amend the filters as often as you like to get your ideal list. You can also go to the analytics page and the contacts tab, and use the filters here to understand your contacts at a whole new level. From here you can also turn your findings into a call list.

Below is a breakdown of each Filter that RiTA has and how they work to find you the ideal contacts for your calling lists.

GENERAL
Contact Category	Type in names of categories in your CRM to add them
Contact follow-up types	Choose the type / category of follow-up to sort contacts by
Contact is in another list	Choose to filter out contacts who are already in another list (yours or someone else's in your agency)
Last activity of type	Filter down to contacts whose last activity was a call attempt, SMS, note, etc.
Last engaged by	Choose which agent last engaged with these contacts
Last engagement date is	Choose the time period when the contact/s were last engaged / contacted
Last RiTA activity by	Choose the agent and the last activity they made against contacts
Recommended agent	Filter down to the agent who has the best relationship with the contact (RiTA’s Recommended Agent for the contact)
Time since contact created in source	Filter contacts by when they were created in the contact source
ESTIMATED SELLING DATE
Estimated selling date	Filter contacts based on if they have a set estimated selling date or not
Estimated selling date last qualified by	Filter contacts based on which agent has qualified their estimated sale date
Estimated selling date qualified by	Filter contacts based on which agent has set an estimated sale date on a contact
Estimated selling date in range of	Filter contacts based on the month range / period in which they will be potentially selling
Estimated selling date starts in month	Select the month when contacts are estimated to be selling in
Estimated selling range	Select a range of days, weeks, or months when a contact may be selling
PROPERTY OWNERSHIP
Ownership validation	Filter contacts into lists based on if they are a confirmed owner, or unsure
Owns property (Radius of Address)	Search for contacts who own a property in a specific kilometer radius of a property address
Owns property (Radius of Suburb)	Search for contacts who own a property in a specific kilometer radius of a target suburb
Owns property (Street)	Search for all contacts who own a property in a specific street
Owns property (Suburb)	Search for all contacts who own a property in a specific suburb
Property owner	Filter contacts based on if they own a property or not
BUYERS
Has buyer requirements	Filter contacts based on if they have buyer requirements or not
DATA QUALITY
Contact has possible duplicates	Sort contacts based on if they have possible duplicates
Data improvement	Sort contacts based on what data they are missing
Data quality score contributors	Sort contacts into lists based on if they have / do not have specific information available
Data quality score is	Filter contacts based on RiTA’s Star Quality Scoring system
Qualification State	Include / exclude contacts based on if they are Clean, Dirty, or Dormant
TOPICS
Contact topics	Filter contacts based on what topics are currently applied to them
Topic property types	Sort contacts based on whether the topics available to them are related to houses or units
Types of topics	Filter contacts by broader topic categories
ASSIGNMENT & ACCESSIBILITY
Accessible by	Filter contacts who are accessible in the CRM by selected agents
Contact follow-up assignee	Filter contacts who a follow-up assigned to them
Overdue follow-up assignee	Filter contacts based on the RiTA user who have an overdue follow-up assigned to them
Owned by	Select contacts that are owned by a given agent in the CRM
AGENTBOX ONLY
Office Membership	Filter contacts by including/excluding an office

Important information to consider when adding categories:

There are two ways RiTA can sort contacts into your list, depending on how you set up the categories when choosing them:

1. Adding individual, separate categories (one category per line) means the contact has to meet every category requirement. This is great when looking for specific contacts, however be aware it can sometimes limit how many contacts you get in a list.

2. Adding all the categories you want into one filter line means they can meet either 1 or more requirements, but do not have to meet all.