Log a Contact Enquiry

Log a Contact Enquiry

This article runs through how to log a contact enquiry in Reapit Sales.

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 from the header and select Log Enquiry.

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

or Search for your Contact open their Contact Card.

2. Click Log an Enquiry action icon.

3. Fill in the necessary details:

• Select Property
• Add Contact Class (if Applicable)
• Subscribe to newsletters
• Enquiry Date/Time
• Enquiry Type
• Description of Enquiry
• Notify an Agent via Task and/or Email and/or SMS

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