1.1. Overview

All Activity can be used to search all activities assigned to primary records.

This includes:

• Sale Services
• Bookings
• Export Docs
• Member Offers
• Member News
• Member Events
• Member Vacancies
• Quest Downloads

 

1.2. Searching for activities

To search for activities during a specific period, select the calendar icon to the right of "ALL ACTIVITIES BETWEEN" and enter the preferred date range.

Once entered, select "Apply" to retrieve all activities for the selected timeframe.

RubiCRM will return items within your date range based on it's date created, expected date,  date of issue or start date. This depends on the item category.

 

2.1. Overview

Member (or Customer) activity can be used to view all member activities for members with specific Join, Renewal and Resignation dates. 

2.2. Searching for member/customer activities

To search for member/customer activities, select the calendar icon to the right of "JOIN/RENEWAL/LEFT BETWEEN" and enter the preferred date range.

RubiCRM will return all activities for members/customers with joining, renewal and resignation dates within the specified date range over the last year of membership.

 

3.1. Overview

Renewals can be used to view all members with specific renewal dates along with any associated Sales/Pipeline items. 

3.2. Searching for renewals

To search for member renewals between a specific period, select the calendar icon to the right of RENEWAL DATES BETWEEN and enter the preferred date range.

Once entered, select Apply to view member renewals.

 

 

The Renewals page will attempt to locate any matching "Membership" or "Renewal" Sales/Pipeline items which have a Date Expected within 30 days of the Date Renewal for the record. We recommend setting the Date Expected and Date Renewal to be the same to avoid any confusion when running your Renewals.

Records with no matching Sales/Pipeline item will display the text "No Renewal Item + Sales Pipeline". Clicking this button will allow you to add the applicable Sales/Pipeline item for the Renewal using the details from the grid.

If your organisation uses Contact Memberships, these will also be displayed on the Renewals page.

For customisation requests, please contact Support.

4.1. Overview

The Join section can be used to search for member/customer records with specific joining.

4.2. Searching for joining members/customers

To search for members with specific joining dates, select the calendar icon to the right of JOIN/LEFT DATES BETWEEN and enter the preferred date range.

Once entered, select Apply to view member/customer joins.

5.1. Overview

The Left page can be used to search for member/customer records with specific Date Left between a chosen period.

5.2. Searching for leaving members/customer

To search for members/customers with specific Date Left dates, select the calendar icon to the right of JOIN/LEFT DATES BETWEEN and enter the preferred date range.

Once entered, select Apply to view results.

 

6.1. Overview

When updating your membership pricing you must first update the main sale service price in Main Menu > System > Lists > Sale Service list. This will set any future sale pipelines created to use the price of the main sale service.

For already created membership sale pipelines, which are due in the future, you will want to update the individual sale pipelines.

You should be able to do this in bulk by following our video guide below.

 

7.1. Overview

The Prospect Centre allows you to track potential customers through a sales funnel from initial contact to purchase of membership.

Any Rubi User with the appropriate permissions within the CRM can refer to the Prospect Centre, look at the status of an account and know exactly what stage the account is at along the sales funnel.

 

7.2. Prospect records

Only records marked with the Membership/Customer Status of Prospect will appear in the Prospect Centre.

Within each primary record's (company) Membership/Customer section contains a "Prospect Status". The Prospect Status relates to the stage that the primary record is in the sales funnel.

You can easily search for primary records in the Prospect Centre using the available search bar.

 

Please note clients with a web integration will have the ability for new records to register. This creates a new record in the CRM. The record is defaulted to have a membership status of Prospect which pulls that new record into the Prospect Centre.

 

7.3. The prospect status

RubiCRM provides 6 default prospect status options to get you started.

These are:

• Not Contacted
• Initial Interest
• Follow Up
• Meeting Booked
• Closed: Lost
• Closed: Won

You can update these existing options or create your own. Rubi System Admins can create a new prospect status by navigating to Main Menu > System > Lists and choosing the Prospect Status list.

For more information on system lists please navigate to the related article.

Please note all records start as having a prospect status of "Not Contacted". If you wish to change your starting status we advise updating this option rather than creating a new starting status.

You can amend the order of your Prospect Status options by amending the option in the system list using the amend icon

From there you can change the order. You must remember to change the order of each Prospect Status option starting from 0 to the number of options you have in your list.