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Filters

Updated

    The most commonly used filters in RiTA are mentioned below:

    Property Filters

    Filter Name

    Filter Options

    For Rent

    Yes / No

    For Sale

    Yes / No

    Last Property Activity

    Select a Contact Method:

    • Any Contact Method

    • Call Attempt

    • SMS

    • Email

    Select a User:

    • Anyone

    • No One

    • List of users that can be accessed

    More Than | Less Than

    • An input field for a number

    Days / Months / Years

    • This is what the above input field will relate to

    Last Sold

    More Than | Less Than

    • An input field for a number

    Days / Months / Years

    • This is what the above input field will relate to

    Occupancy Type

    Is / Isn’t

    Any / Owner Occupied / Rented

    • This is the selection that relates to the above selection

    Property Type

    Is / Isn’t

    House / Unit / Land / Other

    • This is the selection that relates to the above selection

    Contact Filters

    Filter Name

    Filter Options

    Contact Category

    Is / Isn’t

    Any available category the account has

    • You will have to type in minimum 3 characters before any options are shown

    Contact Follow-up Types

    Is/Isn’t

    Any available follow-up type:

    • General, Data updates, qualified lead, appraisal lead, buyer lead, finance lead, investor lead, call back, market report, lead automation, lead automation fail, list automation, list automation fail, list automation, list automation fail, chatbot

    Contact is in Another List

    Is/Isn’t

    No/Yes and Doesn’t matter

    Exclusive Recommended Agent

    Yes/No

    Has Estimated Selling Date

    Set/Not Set

    Last Activity of Type

    Select a Contact Method:

    • Any Contact Method, Call Attempt Connected Call, Left Voicemail, No Answer, SMS, Email, Appointment, Follow Up, Note, Archive, Sales Appraisal, Rental Appraisal, Listing for Sale, Rental Listing, Conditional Contract - Vendor, Conditional Contract - Purchaser, Unconditional Contract - Vendor, Unconditional Contract - Purchaser, Settled Contract - Vendor, Settled Contract - Purchaser, Leased Property - Vendor, Leased Property -Tenant

    More Than | Less Than

    • An input field for a number

    Days/Months/Years

    • This is what the above input field will relate to

    Last Engaged By

    One of the Following/Anyone But

    Select a User:

    • Anyone

    • No One

    • List of users that can be accessed

    Last Engagement Date is

    More Than | Less Than

    • An input field for a number

    Days / Months / Years

    • This is what the above input field will relate to

    Last RiTA Activity by

    Select a User:

    • Anyone

    • List of users that can be accessed

    Activity Type/Not Activity Type

    Select Activity Type:

    • Any Activity Type, None, SMS, Email, Follow Up, Appointment, Note, Archive, Phone Call 0No Answer, Phone Call - Left Voicemail, Phone Call - Connection Made

    Recommended Agent

    Is / Isn’t

    Select a User:

    • Anyone

    • No One

    • List of users that can be accessed

    Time since contact created in source

    More Than | Less Than

    • An input field for a number

    Days / Months / Years

    • This is what the above input field will relate to

    Estimated Selling Date

    Filter Name

    Filter Options

    Estimated Selling Date Last Qualified by

    Select a User:

    • List of users that can be accessed

    Estimated Selling Date Qualified by

    Select a User:

    • List of users that can be accessed

    Estimated Selling Date Range

    0 - 3 Months

    3 - 6 Months

    6 - 12 Months

    12 - 24 Months

    Estimated Selling Date Starts in Month

    Select a Month:

    • January → December

    • Overdue

    Estimated Selling Range

    In Range Of

    • An input field for a number

    Days / Months / Years

    • This is what the above input field will relate to

    Property Ownership

    Filter Name

    Filter Options

    Ownership Validation

    Is / Isn’t

    Confirmed Owner / Unsure

    Owns Property(in BDA)

    Select a User:

    • List of users that can be accessed

    Owns Property (Radius of Address)

    In Radius

    • An input field for a number

    Address

    • This is what the above input field will relate to

    • You will have to type in minimum 3 characters before a selection appears

    Owns Property (Radius of Suburb)

    In Radius

    • An input field for a number

    Suburb

    • This is what the above input field will relate to

    • You will have to type in minimum 3 characters before a selection appears

    Owns Property (Street)

    In

    • You will have to type in minimum 3 characters before a selection appears

    Owns Property (Suburb)

    In these suburbs

    • You will have to type in minimum 3 characters before a selection appears

    Property Owner

    Owns Property / Doesn’t own property

    Buyers

    Filter Name

    Filter Options

    Has Buyer Requirements

    Yes / No

    Last Buyer Requirement Update

    More Than | Less Than

    • An input field for a number

    Days / Months / Years

    • This is what the above input field will relate to

    Data Quality

    Filter Name

    Filter Options

    Communication Consent

    Can be Contacted / Can Not Be Contacted

    Select Communication Channel

    • SMS

    • Call

    • Email

    Contact has Possible Duplicates

    Yes / No

    Data Improvement

    Has / Does not have

    Select Data Improvement

    • Valid Phone

    • Valid Email

    • Secondary Phone

    Data Quality Score Contributors

    Include / Does Not Include

    Select Contributors

    • Any, Can call mobile, Cannot call mobile, Can email, Cannot email, ‘No spam’ flag is set, Can call, Cannot call, ‘Do not call’ flag is set, Has at least one buyer requirement, Has no buyer requirements, Has at least one property, Has no properties, Primary owner activity, No primary owner activity, Primary owner has called, No primary owner calls, Someone has called, No one has called, Last call has positive sentiment, Neutral or negative sentiment in last call, Overall positive call sentiment, Overall neutral or negative call sentiment, None

    Data Quality Score is

    Greater than or equal to / Less than or equal to / exactly

    5 stars, 4 stars, 3 stars, 2 stars, 1 stars, 0 stars

    Mobile Region

    Is / Isn’t

    Australia / New Zealand

    Qualification State

    Includes / Exclusive

    Clean / Dirty / Dormant

    Assignment & Accessibility

    Filter Name

    Filter Options

    Accessible By

    any of the following / anyone but

    Select a User:

    • Anyone

    • No One

    • List of users that can be accessed

    Contact Follow-up Assignee

    is / is anyone but

    Select a User:

    • List of users that can be accessed

    Overdue Follow-up Assignee

    Is / Isn’t

    Select a User:

    • List of users that can be accessed

    Owned By

    any of the following / anyone but

    Select a User:

    • Anyone

    • No One

    • List of users that can be accessed
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