Enquiries Manager

Introduction

The enquiries feature is used to help you keep track of enquiries you receive for properties that you're involved with.

Using the enquiries feature has many benefits;

Easily keep track of all enquiries for a property or scheme in a single place
Link the enquiries to contacts and tenants so that extra information is only a click away
Coordinate with colleagues that are also involved with the property
Quickly list all enquiries for a scheme or property for client meetings at the click of a button
Utilize the tagging and mentions feature to help you build up your business knowledge-base

Accessing the Enquiries Feature

There are a number of ways that you can use the enquiries feature;

From the Scheme or Property View

When on the map, simply click on a marker to view the scheme/property view.

Alternatively, click on the edit button when on the Schemes, Properties or My Properties pages.

Once viewing a scheme/property, just press on the enquiries tab in the lower half of the page to view and manage the enquiries for the property.

From the Enquiries Manager

You can quickly view and manage your enquiries by simply pressing the Enquiries button at the top right hand corner of every page.

Once you press this button, you are presented with the Enquiries Manager. The first step is to search for the scheme or property that you are wanting to create an enquiry for.

Once you have selected the appropriate property, the table below will display a list of existing enquiries for the property.

From the Enquiries Page

You can access the enquiries page by pressing the Enquiries button in the main menu. This will take you to the Enquiries page where you can view all enquiries that you have received.

Creating and editing enquiries

When creating or editing an enquiry you will have the following fields that you will be able to optionally fill out.

Company - The company that the enquiry is from. You can create a new company by pressing the + button.
Contact - The contact that the enquiry is from. You can create a new contact by pressing the + button.
Stage - The stage that the enquiry is at. See below for more information on enquiry stages.
Reason - The reason for the enquiry, which can be;
- New Store
- Relocation
- Upsize
- Downsize
- Unknown
Received on - The date that the enquiry was received.
Size from & to - The size of the property that the enquiry is for.
Rent from & to - The rent that the enquiry is for.

Press the save button to create the enquiry.

Enquiry Stages

An enquiry has 4 stages that you can move it through; Interest, Under Offer, Completed and Withdrawn:

Once you have pressed save to create an enquiry, you will have the ability to save comments with any further information you may want to add. Be sure to utilize our tagging and mentions feature, to help you build up your business database!

Viewing Enquiries/Enquiries Page (Reports)

Whilst you can view enquiries when you are editing them using the steps outlined above, we also have an Enquiries page which provides you with an overview of all enquiries that you have received. You can access this from the main menu by pressing the Enquiries button.

Once on the Enquiries page, you have 2 ways to view your enquiries; by Company or by Property. You can choose this by pressing the respective button at the top of the page.

By Property

When viewing enquiries by property, you will be shown a list of all enquiries for each property.

You can filter the list by property or date range using the filters at the top of the page.

By Company

When viewing enquiries by Company, you'll be shown a list of companies that have made an enquiry.

Columns are used to display the company name, and the number of enquiries at each stage of the enquiry process. You can click on the company name to view all enquiries for that company.

You can use the filters at the top of the page to to filter by the date that the enquiry was received.