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 from the header and select Log Enquiry.

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

1. Search and select an existing contact

Alternatively, enter the name and contact information of the person making the enquiry.

1. Search and select the property or properties being enquired about and add one or more Contact Class from the dropdown as applicable. Select Subscribe and Add Requirements as needed.
2. Complete the enquiry details that include:

• Enquiry Date/Time
• Enquiry Type
• Source
• Description of Enquiry

1. Select how you would like to notify the agent, Task and/or Email and/or SMS, then search for and select who to Assign To.
2. Click Save & Close, Save & Add Another or Save & View Contact.