Where can I find my website enquiries?
When someone makes a property enquiry on your website, the inquiry is sent to your Resales-Online account and an Email notification to let you know. Only users with the “Lead Manager” privilege will receive these.
To view web leads use either of these options:
On the Resales-Online homepage
Under [Actions Which Need Your Company's Attention] on your homepage
Click the [Show Me] button on "Leads from your website need assigning to a Salesperson".
Task Search
Each enquiry is logged as a task on your account.From your Resales Online account, Select TASKS from the left menu
Click Search Tasks
In Task Type (in the upper left) select Enquiry
Click Search
This will display all tasks related to inquiries from your website.
How can I assign a lead to a salesperson?
Assigning one lead at a time
Click on the lead to be assigned and select a user from the [Owner] dropdown list.
Click [Save].
Mass Update - assign more than one lead at a time
Select the leads to be assigned by marking the tickbox to the left of each lead, or select All by marking the tickbox at the top of the list.
Select Mass Update from the [Actions] dropdown list at the top of the page.
Select the [Owner] tickbox, then select a user from the dropdown list.
Click [Save].
Assigned web enquiries will appear on the user's Task list.
Note
Only users with Administrator or Lead Manager privileges can view and assign web leads.
If your website is populated with an iFrame, web leads will automatically go to your CRM.
If you website is populated by XML or WebAPI you can decide if you want your web leads to go automatically to your CRM or not and will require input from your web developer.