A topic is a reason to call or engage with a contact that RiTA has identified based on market activity, user interactions in RiTA or contact engagement.
How do topics work?
RiTA is constantly busy combing over the data on market portals to find out what's new, what's changed, and what's no longer available (in fact, she never stops - what a work ethic!).
When RiTA identifies specific market events that are relevant to contacts you know, she will create them as a Topic.
RiTA will then analyze your contacts to find out who the most relevant contacts are for these topics, and then add these Topics to those contacts. Then, when you next open up these contacts in a List, you will see all of the Topics that RiTA has found that are relevant to a contact.
Most Topics available are market event-related (such as Just Listed's/Just Sold's), which can also contain a link to the event that RiTA identified (such as a link to the property listing on Realestate.com.au). There is one exception: Follow Ups.
Follow Ups act as a reminder to engage with the contact from a certain date for reasons you specify; think of these like time-bound tasks.
If you have 'Templates' set up, topics can also be automatically added to the call notes, SMS, Emails, Appointments, Follow Ups, CRM notes or Archive notes that you are creating when engaging with contacts.
Additionally, RiTA will use Topics to create themed lists based on a specific topic. These lists capture all of the contacts you know that are relevant to a specific Topic, so you can target these contacts for engagement without context switching.
RiTA creates Just Sold/Just Listed lists of contacts who have had these topics assigned to them from market data. To find these RiTA generated lists click on the Call Lists menu.
|
Topic Name |
When will this appear |
Topic Lifespan |
Who will this appear for |
|
Just Listed (My Agency/Competitor) |
When RiTA detects that a contact you know owns property near a property that has recently been listed for sale (by your agency, or a competitor). Example: "Michael lives near 123 Tree St Newstead which has just been listed For Sale." |
30 days |
Everyone. |
|
Just Sold (My Agency/Competitor) |
When RiTA detects that a contact you know owns property near a property that has recently been sold (by your agency, or a competitor). Example: "Susan lives near 11/5 Cameron St Western Sydney which has just been Sold." |
30 Days |
Everyone. |
|
Owner Researching the Market |
When RiTA detects that a property owner contact where you are the Primary Owner has enquired on another property currently listed by your agency. Example: "Recently enquired on properties for sale or rent" Note: Requires an integration to REA or Domain to capture Leads |
14 Days |
Contact Owner Only. |
|
Follow up |
When the Follow Up date is today. Note: Follow Ups will be visible on the contact only after they have started (the date that the Follow Up is set for). |
7 days (from Follow Up start date, becomes an Overdue Follow Up afterwards (no expiry until 'Seen' by the assignee)) |
Everyone. The contact will appear in a 'Follow Ups' suggested list for the person the Follow Up is assigned to. |
|
Lost Listing |
When RiTA detects that a property owner that you know has listed a property with a competitor. Example: "Jester listed 50 Dunkirk St for sale with BestDevelopments - Capalaba" |
30 Days |
Everyone. |
|
New Enquiry |
When RiTA detects an enquiry has been made on a property you have listed by a contact that you know. Example: "Enquired about 15 Fake Avenue, Warnambool NSW 2074 for sale" Note: Requires an integration to REA or Domain to capture Leads |
14 days |
Everyone. |
|
Vacant Rental |
When RiTA detects that a competitor has a rental advertised that matches the address for a property owned by a contact you know. Example: "Jim listed 1 Bathurst St for rent with NotaREAL Agency - Sydney" |
7 days |
Everyone. |
|
Won Listing |
When RiTA detects that a listing that matches your agency name appears on a market portal. Example: "This property was listed by your agency" |
30 Days |
Everyone. |
|
Market Report |
When RiTA generates a Market Report she will also produce a topic for your contacts. This topic contains a summary of the recent market activity in that suburb |
30 Days |
Everyone. |