Overview

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

In this article, we’ll go over how you as an admin, can find a client and look at all of their recent activity and 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. 

Scroll to the Admin view section and click All Clients.

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 the agent they are assigned to. Use the Filter by agents dropdown to select one or more agents with the checkboxes. 

To remove an agent or search filter, click the X to the right.

When you’ve found the desired client, click Details under the client name. 

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

• Client Stage - Where in their home buying journey the client is.

• Client Start 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!