INTERESTING ARCHITECTURE TRENDS
Lorem ipsum dolor sit amet consectetur adipiscing elit obortis arcu enim urna adipiscing praesent velit viverra. Sit semper lorem eu cursus vel hendrerit elementum orbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis egestas.
- Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor.
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti.
- Mauris commodo quis imperdiet massa tincidunt nunc pulvinar.
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti.
WHY ARE THESE TRENDS COMING BACK AGAIN?
Vitae congue eu consequat ac felis lacerat vestibulum lectus mauris ultrices ursus sit amet dictum sit amet justo donec enim diam. Porttitor lacus luctus accumsan tortor posuere raesent tristique magna sit amet purus gravida quis blandit turpis.
WHAT TRENDS DO WE EXPECT TO START GROWING IN THE COMING FUTURE?
At risus viverra adipiscing at in tellus integer feugiat nisl pretium fusce id velit ut tortor sagittis orci a scelerisque purus semper eget at lectus urna duis convallis porta nibh venenatis cras sed felis eget. Neque laoreet suspendisse interdum consectetur libero id faucibus nisl donec pretium vulputate sapien nec sagittis aliquam nunc lobortis mattis aliquam faucibus purus in.
- Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor.
- Eleifend felis tristique luctus et quam massa posuere viverra elit facilisis condimentum.
- Magna nec augue velit leo curabitur sodales in feugiat pellentesque eget senectus.
- Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti .
WHY IS IMPORTANT TO STAY UP TO DATE WITH THE ARCHITECTURE TRENDS?
Dignissim adipiscing velit nam velit donec feugiat quis sociis. Fusce in vitae nibh lectus. Faucibus dictum ut in nec, convallis urna metus, gravida urna cum placerat non amet nam odio lacus mattis. Ultrices facilisis volutpat mi molestie at tempor etiam. Velit malesuada cursus a porttitor accumsan, sit scelerisque interdum tellus amet diam elementum, nunc consectetur diam aliquet ipsum ut lobortis cursus nisl lectus suspendisse ac facilisis feugiat leo pretium id rutrum urna auctor sit nunc turpis.
“Vestibulum pulvinar congue fermentum non purus morbi purus vel egestas vitae elementum viverra suspendisse placerat congue amet blandit ultrices dignissim nunc etiam proin nibh sed.”
WHAT IS YOUR NEW FAVORITE ARCHITECTURE TREND?
Eget lorem dolor sed viverra ipsum nunc aliquet bibendumelis donec et odio pellentesque diam volutpat commodo sed egestas liquam sem fringilla ut morbi tincidunt augue interdum velit euismod. Eu tincidunt tortor aliquam nulla facilisi enean sed adipiscing diam donec adipiscing ut lectus arcu bibendum at varius vel pharetra nibh venenatis cras sed felis eget.
September has been another busy month for the RAVE development team, and as promised in our September e-newsletter, this week we release the first of two really cool NEW updates. A new My Follow-up reports tab for the Sales team, and a new Repeatable Appointments option for everyone. In today’s blog, we’re going to highlight our first update and share some info to ensure you’re ready to utilise it!
The My Follow-up Reports tab
The new My Follow-up tab is available from the main Client’s button, and displays your clients without a follow-up, each client’s latest follow-up, and follow-ups assigned to you for clients being looked after by other sales people. These three new reports are in addition to the Reporting Portal follow-up reports, to provide the sales team with more visibility of follow-ups in place, and to easily see clients that are being missed.
Clients without follow-up tab
Firstly, the My Clients Without a Follow-up tab, lists all a sales person's clients… without a follow up. Allowing you to quickly add missed follow-ups as required. As you can see via the screen shot below, we display;
- The client's name
- Each client leads’ current sales opportunity status, lead status and expected close date
- The clients first created at date, phone number and email address
With this report, you can;
- Search by team member (branch owner permission)
- Filter by ‘Created At’ date, Opportunity and Lead Status
- Search for a specific client
- And you can print and/or export your list if required
You can also use the 3 dots dropdown on each line to view the client profile and/or quickly add a follow-up.
Latest follow-up tab
Next, the Latest Follow-up report shows your list of clients with follow-up activity - if your client does not have a follow-up assigned to them, they will not appear here.
- The client's name
- Each client leads’ current sales opportunity status, lead status, when the follow-up is/or was due to be completed, and the current status of the follow-up, with a drop down option to change the follow-up status.
With this report, you can;
- Again those with Branch Owner permissions can search by team member
- Flter by ‘Due On’ date, Opportunity, Client Lead and Lead Status
- Search for a specific client
- Use the 3 dots to view the client profile and/or quickly add a follow-up
- And you can print and/or export your list if required
Assigned follow-up tab
And finally, the Assigned Follow-up report, shows a list of client follow-ups that are given to you to do, when you are NOT the assigned sales person. This report ensures you are not dropping the ball for another team member, and displays:
- The client's name
- Each client leads’ current sales opportunity status, lead status, when the follow-up is/or was due to be completed, the current status of the follow-up, with a drop down option to change the follow-up status.
- And the ability to expand the line to view the Latest Follow-up activity.
With this report you can
- Search by team member (Again those with Branch Owner permission)
- Filter by ‘Due On’ date, Opportunity, Client Lead and Lead Status
- Search for a specific client
- Use the 3 dots to view the client profile and/or quickly add a follow-up
- And print and/or export your list
And that’s it for today’s new update – the follow-up reports tab is live right now, and you’re welcome to start using it immediately!
.png)
.png)
