Website leads: from enquiry to next action
Check the source and assigned agent, then give each enquiry a clear next action.
Check the source and assigned agent, then give each enquiry a clear next action.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Services → Requests (leads)
Requests (leads)
Step-by-step instructions
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Open a new lead and check its phone, property and source. Assign or verify the responsible agent, contact the client and record the outcome in the available fields.
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Search by phone before adding a client to avoid duplicates. In a new record, enter their name, contact methods, responsible agent and a working note.
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Add a diary task with a title, type, assignee, date and time. For a viewing or call, link the property or client where available and select an advance reminder.
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Opening a personal link assigns the agent to that visitor for 7 days by default. Other listings on this website show the agent’s contacts and leads are assigned to them; normal browsing does not extend the period.
Check the result
The client record should have current contacts, a responsible agent and a clear next step. Check the linked request, offers or selection you worked on.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
