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How do I keep track of an enquiry?

Under Enquiries, set each enquiry to New, Contacted, Closed or Spam, and add notes as you go.

  • Sign in and find Enquiries on your organisation.
  • Read the enquiry, then reply to the visitor from your own email or telephone.
  • Change its status from New to Contacted once you have replied, to Closed when it is finished, or to Spam if it was never a real enquiry.
  • Type in Add a note and press Add a note to record what was said. Each note is kept with the time it was added.
An example enquiry under Enquiries in Housing Market Cloud, with its status, the visitor message, notes and the Add a note fieldAn example enquiry under Enquiries in Housing Market Cloud, with its status, the visitor message, notes and the Add a note field
An enquiry, with its status and notes.

Replying from inside Housing Market Cloud, and sending enquiries on to Housing Market CRM, are still being built.

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