Overview

When clients use your app, you can see all of their activity. You’ll be able to see the last time a client logged in, searches they’ve run, houses they’ve looked at, any saved searches they’ve made, and more!

In this article, we’ll go over how you can find one of your clients and look at their key information.

Note: Using a CRM like Follow Up Boss or Sierra to manage your clients? See our Integrations articles to learn about viewing your app information and managing clients without leaving your CRM dashboard.

Find a Client

On a mobile device, hit the menu button in the top right. 

For desktops, look at the left navigation bar. Click Client Activity. 

The Client Activity page will open. Enter the client’s name in the search field at the top and hit Enter. You can enter a full name or part of a name to see matches. 

You can also filter clients based on a few simple filters:

• New Notifications - Clients that have messaged you or that have performed actions that you receive notifications for will populate this filter until they are viewed. 

• Recent Activity - Your clients that have recently used the app will be displayed in this filter. The client with the most recent activity will appear at the top. 

• Outstanding Invites - Use this filter to see all clients who have been sent an invitation but have not yet signed up for your app. 

When you’ve found the desired client, click the right arrow to open the client profile. 

The Client Details page will open. Here you can see information on: 

• Client Stage - What part of their home buying journey the client is on.

• Client Sign-Up Date  - When they signed up for your app.

• Last Login - When the client last used the app. 

• Contact Information - The client's email and phone number. 

• Key Info - The client answers to the onboarding questions if they are enabled for your app.

• Platform Activity - The most recent pages and searches the client looked at on the app.

• Saved Searches - A list of saved searches, their criteria, and who created them. You can click on these saved searches yourself to see the updated properties for this search.

• Properties - Recently viewed properties by the client. You can click on these properties to see them yourself.

Still need help? Reach out to us at helpme@ruuster.com and we’d be happy to assist!