Log Property Enquiry

*Click here to view the corresponding article for the desktop version

1. Tap the magnifying glass icon from the main menu and click 'Listings'.

2. Locate the listing using one of the following methods;

• Search bar
  Quickly search for a listing using the listing ID or Property Address.
• Opens tab
  Within the Opens tab, you can view any listings with upcoming Open for Inspections that you have been assigned to. To view the details of the listing or to add inspection feedback simply click on the address to open the listing card.
• My Listings tab
  Click the My Listings tab to view all listings that you are assigned to.
• All Listings tab
  Click the All Listings tab to view all listings that you have access to. Please note, these listings will depend on the permissions that are assigned to you in your Staff Card.

3. Once you have found the listing, tap to open

4. Tap the Activity tab to open. Here you can view all previous inspection attendees, inquiries and offers made on the property

5. Tap the + icon to add new enquiry. 

6. Select Enquiry from the Add drop-down

7. Enter the attendees Mobile and/or Name (1)  to search the database, You are also able to search via email in the Name field. 

7a. If the contact does not currently exist tap Add New Contact (2)

Complete the contact information and enquiry comment, confirm the enquiry date, type and source then tap Save to finish Save & Add Another or Add More to add additional contact information e.g. contact classes or manage their subscriptions.

7b. If an existing database contact matches your search it will be displayed below, tap the corresponding + button to use this contact

       Enter an enquiry comment, confirm the enquiry date, type and source and tap Save to finish or Save & Add Another once complete

*Note: When searching for an existing contact by mobile number, the app will generate results after 8 digits. This is to ensure optimum speed and accuracy of search results. 

  Default contact classes, requirements and subscriptions applied to contacts created via enquiries can be configured within the Agentbox Web Version: System Config: Enquiry Configuration.