Log a Contact Enquiry



The Log an Enquiry tool does the following:

 

* Logs an enquiry against the Property's Recent Enquiries history.

* Option to creates a task and send an email to the assigned staff member to action.

* Comments appear on the Vendor Report.

 

 

1. Click the Quick Add icon NewItem1753 from the header and select Log Enquiry

*Note: You will need to enter both the contact and property if applicable using this method.

 

NewItem1752


 

or Search for your Contact open their Contact Card

 

NewItem1731
 

2. Click Log an Enquiry action icon NewItem1740

 

3. Select Property, Add new Contact Class (if Applicable), subscribe to newsletters, Enter enquiry Date, Time, Type and Description of Enquiry, Notify an Agent via Task and/or Email and/or SMS

 

NewItem1754


 

4. Click Save & Close, Save & Add Another or Save & View Contact.

 

 


See also...

 

Add Inspection Feedback (Open Home Attendee)

Record Inspections by Appointment

View Buyer/Tenant Activity