RAES - Recording RAES enquiries/consultations in CRM-FUSION

RAES - Recoding RAES enquiries/consultations in CRM

You have navigated to the "Recording RAES enquiries/consultations in CRM-FUSION".

This article will guide you on how to record enquiries/consultation in CRM-FUSION and provide you with;

• Links directly into CRM for easy navigation. (Note: you need an active CRM license for the link to work).
• Additional Resources

Key Points

• Do not create a new engagement use existing
  
• TAG for Organisation/Contact is RAES

Additional Resources

Who, What, Where, How and Why
Who (Who is responsible to record it)	Any NIAA staff engaging in relation to RAES (Engagement Officer, GMU or Program and Policy)
What (what is recorded)	Any interaction - Phone Call, Email, Appointment or Task related to RAES, usually when NIAA are visiting or arranged meeting with existing relationship. Public Enquiry - General enquiry (cold call, walk up into NIAA office) regarding the RAES Program/Policy.
Where (NIAA system)
How (How is it recorded)	Interactions; All interactions should be added to RAES Engagements, arranged by NIAA REGION, link to each Regions engagement is listed below. ⚠️Emails and Appointments can be tracked directly from outlook against engagement. Public Enquiry; Create public Enquiry and use TAG RAES
Why Benefit to using CRM	All RAES interactions and public enquiries are being reported to NIAA executive tabled monthly and on request. If enquiries are not recorded correctly they will not be reported. NIAA has a responsibility to ensure Indigenous Australians are Heard, Reconised and Empowered. By recording interactions in CRM ensures we respect our stakeholders.