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Enquiry Centre

How the Street Enquiry Centre works and how to get the most out of it

Written by Hannah Sullivan

Enquiry Centre

The Street Enquiry Centre is your central hub for all enquiries that you receive, whether that be an applicant enquiry from Rightmove, Street AI Call Handler logged phone calls, website leads coming through via the open API, online viewing and valuation bookings, Spectre Property Reports / Websites or external enquiries pulling in via integrations such as Visitor Chat, Zapier or MoneyPenny.

The enquiry centre captures it all, collecting enquiries, leads and contact data from as many sources as possible and collating them into a central location for you to manage.

Tip! For multi-branch agencies, leads from Spectre (for example instant valuations on your website) go to the Enquiry Centre of the branch whose postcode patch covers the vendor's address. If the postcode isn't in any of your branch patches, the lead goes to the branch with the nearest patch.

To get started, head to the left side panel where you'll see the Enquiry Centre tab, along with a red notification icon showing the total number of New or In Progress enquiries. This notification only shows enquiries based on your active branch. If you are a multi branch network you can change your active branch by selecting your profile icon at the top right and selecting from the branch list.

The enquiry centre is split into two key sections. The left hand side will show you a list of your enquiries with options to filter the list, bulk email, assign to a user and update the status. While the right side shows a more detailed breakdown of the enquiry.
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Filtering Enquiries

To filter your list of enquiries click the Filter button at the top. You can filter by:

  • Person, Enquiry Type, Property, Status, Assignee and Branch

  • Target Response Time - enquiries inside or outside your SLA (see SLA Response Times below)

  • Developments, Date and Source - for example, to see only enquiries from a particular portal or integration

  • Tasks - enquiries that have tasks added to them

There are a few additional filters, at the bottom of the list, specific to key workflows in Street including the 'pre-qualifying status', useful for applicants enquiring about a property and being asked to complete the Pre-Qualifying Questionnaire, and 'show all empty AI calls' that will include enquiries logged by Street AI Call Handler where no human voice was detected. The 'show all empty AI calls' filter only appears if you use Street AI Call Handler.

You can apply as many filters as you need and can also save filter views by clicking the 'save view' button at the top of the filters section. For example you may want a filter for sales viewings and another for lettings viewings. With a filter view saved you can switch between views using the drop down at the top and delete views using the bin icon.

Tip! If you want to view closed enquiries, click the filter button and ensure 'closed' is selected in the status section.

Bulk Managing Enquiries

Enquiries can be selected individually, by ticking each box next to the enquiry, or all at once, by ticking the box at the top of the page, giving you the option to bulk manage your enquiries by emailing, assigning and updating the status of multiple enquiries.

Note - Bulk emailing enquiries will create one email that will send individually to all enquiries selected, making it extremely quick and easy to respond to large groups of enquiries received.

With your enquiries selected, you can click the mail icon to send a bulk email, click the person icon to assign those enquiries to a user or click the 'mark as' drop down to update the status.

Note - The Enquiry Centre bulk email feature should not be confused with Broadcasts. For more information on bulk emailing a list of existing clients (for example tenants, vendors or landlords) see our Broadcasts help article.

SLA Response Times

Within your Branch Settings > Portal Enquiries section, Branch and Company Admins can enable a Service Level Agreement (SLA) feature for enquiries and set an SLA time in minutes. If enabled, you will see a number on the enquiry showing how long is left / has passed compared to the SLA.

Enquiry Details

Clicking on a specific enquiry on the left hand side will open an additional section on the right hand side, showing a detailed breakdown on the enquiry. Here you can see key details including the enquirer's details and the property the enquiry relates to (if applicable).

At the top you'll see the enquirer's name, phone number and email address, plus:

  • Persona pills showing if they're already a vendor, sales applicant, landlord, lettings applicant or tenant with you

  • A reasonable adjustment pill, if they need one

  • How many properties they own and how many valuations they've had with you, where relevant

Below this, the bar across the enquiry lets you update the enquiry's status, change its branch (see below) and assign it to a user. On the right of the same bar you can create an applicant (or view an existing one) and click Book Valuation or Book Viewing.

The enquiry is split into tabs: Enquiry, Pre-Qualifying Questions (if they've been asked to complete the questionnaire) and Tasks.

Tip! The number next to the enquirer's name shows how many enquiries that person has made.

The enquiry also shows where it came from. Enquiries created through Street show their source in full, for example Street - EstateTrack.

Moving an Enquiry to Another Branch

If an enquiry has landed in the wrong branch, you can move it. Open the enquiry and choose the correct branch from the branch drop-down in the bar at the top. The enquiry will then show in that branch's Enquiry Centre instead.

Note - The branch drop-down only shows if your agency has more than one branch.

Deleting a Person

If an enquiry is spam or was created by mistake, you can click Delete Person next to the enquirer's contact details. Street will check whether they can be deleted first.

  • If they can, you'll be told that deleting them will also delete any enquiries related to them. Click Confirm to go ahead.

  • If they can't, for example because they're linked to other records in Street, you'll see a list of the reasons why.

Pre-Qualifying Questions

If the enquiry was for a viewing and you have the Pre Qualifying Questionnaire set up, you will see a Pre-Qualifying Questions tab showing their answers (if they've submitted them). And below this you'll be able to add any notes and send an email or SMS.

Enquiry Tasks

From an individual enquiry you can also add tasks on the Tasks tab, which will show in your Tasks page as usual. You can also use the Tasks filter to find enquiries that have tasks.

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

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