Every call, viewing and event in Raptor Neo is an activity. Each one has a time and a contact, and it can carry a deal and one or more listings too. Log it in one place and it turns up on every record it touches, and in your calendar.
Walkthrough video to followAbout a minute on screen, opening the Create Activity pop-up from Activities and saving a viewing with a contact, a deal and two listings.
Where to start one
You don’t have to go to Activities first. The pop-up opens from any of these:
- Log Activity at the right of the top bar, on any page.
- Add Activity on the Activities page.
- Log Activity on a contact’s page.
- On a listing’s page, the landlord card’s Log Activity with the Landlord button.
- Schedule Viewing on a deal’s Scheduled Viewing tab. The deal and its contact come pre-filled.
- Schedule Viewing on a request a client sent you from a shared link. See confirming viewing requests.
Record the activity
- Go to Activities and click Add Activity.
- Pick the Activity type: Call, Event or Viewing.
Screenshot to followThe Create Activity pop-up with Viewing chosen as the type, showing the name, contact, time, agent, deal and listings fields.
- Give it an Activity Name. This field is required.
- Choose the Contact.
- For a call, say whether it was Inbound or Outbound under Call type.
Screenshot to followThe same pop-up switched to Call, with the Inbound and Outbound choice under Call type in view.
- Under When, set the date and start time, then choose a Duration.
- Make sure the Assigned Agent is the right person.
- If the activity is part of a deal, pick it under Deal Name. When the deal doesn’t exist yet, you can create it from the same field.
- For a viewing, add the Listings you’re showing. You can add several.
- Write any Notes.
- Save.
Where an activity stands
Every activity sits in one of five states: Draft, Scheduled, Completed, No-show or Cancelled. To record how one went, see closing out a viewing.
Change or remove one
Each row in the table has a ⋯ menu with View, Edit and Delete.
Once the activity’s date has gone by, its details lock. From then on, the only change you can make is the outcome: Completed, No-show or Cancelled.
Where you’ll find it afterwards
- The Activities table and the calendar.
- The Activity Log / Scheduled Viewing section of each listing on it.
- The contact’s Activity Log / Scheduled Viewings section.
- For a viewing, the Scheduled Viewing tab of its deal.
- Your dashboard’s Today’s Schedule, once the day comes.
