What activity in RiTA will update in the CRM?
|
Activity |
Can I create/update 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 |
Note: requires an 'archived' category available in your CRM to work. |
Archives the contact Note: requires an 'archived' category available in your CRM to work. |
|
Add/Update property ownership |
✅ |
Creates a note on the contact |
|
Estimated selling dates |
✅ |
Creates a note on the contact |
|
Add/Update buyer requirements |
❌- can only view details |
❌ |
|
Buyer timeline |
✅ | ❌ |
|
Add/Update a contact's categories |
✅ | ✅ |
|
Contact data score |
✅ |
❌- RiTA only |
|
Update contact first & last name |
❌- can only view details |
❌ |
|
Update contact primary mobile |
✅ |
Updates contact's details |
|
Update contact primary email |
✅ |
Updates contact's details |
|
Update secondary phone numbers |
❌- can only view secondary numbers |
❌ |
|
Update a contacts 'Do Not Call' / 'No Spam' preference |
Do No Call❌ No Spam✅ |
Updates 'Spam' flag on contact |
When can I expect any updates to data I make in RiTA to be pushed back into the CRM?
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.