What activity in RiTA will update in the CRM?
|
Activity |
Updates in RiTA |
Updates in CRM |
|
Call |
✅ | ✅ |
|
SMS |
✅ | ✅ |
|
|
✅ | ✅ |
|
Follow Up |
✅ | ✅ |
|
Appointment |
✅ | ✅ |
|
Note |
✅ | ✅ |
|
Archive |
✅ | ✅ |
|
Add/Update property ownership |
✅ |
❌note is recorded on contact |
|
Estimated selling dates |
✅ |
❌note is recorded on contact |
|
Add/Update buyer requirements |
✅ | ✅ |
|
Buyer timeline |
✅ | ✅ |
|
Add/Update a contact's categories |
✅ | ✅ |
|
Contact data score |
✅ | ✅ |
|
Update contact first & last name |
✅ | ✅ |
|
Update contact primary mobile |
✅ | ✅ |
|
Update contact primary email |
✅ | ✅ |
|
Update secondary phone numbers |
❌- can only view secondary numbers |
✅ |
|
Update a contacts 'Do Not Call' / 'No Spam' preference |
✅ | ✅ |
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.