Enquiries from your website
Messages from your Contact page and the Ask button arrive here, and as clients.
Who it is for
Every planAgency ownerAgency adminIndependent realtor
Where to find it
- Agency dashboard: Clients › Inquiries
- Realtor dashboard: Inquiries
How to do it
Open Inquiries; unread ones are marked.
Open one to read it; it is also a client you can send listings to.
At an agency, Inquiries is for owners and admins; a realtor sees the enquiries given to them under Clients.
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.