Use this guide to manage portal enquiries in iamproperty CRM.
1. Open the Sales Dashboard and find Portal Enquiries in the Activity List.
2. Open the three-dot menu on an enquiry and select View Enquiry.
3. Review the enquiry details and choose the appropriate Record Type, such as Sales Applicant or Vendor.
4. Select Create Record, complete or check the prefilled details, then save the record.
5. Use the Property tab or View Property option to open the linked property when needed.
Watch the walkthrough
Good to know
• If no enquiries appear, there may be none within the Activity List timeframe.
• The three-dot menu also includes Delete Enquiry, which removes the enquiry from the list.
• The same general process is available for Lettings enquiries.