Enquiry Centre

At Street HQ we've been working hard to build a more intuitive enquiry management system that collects enquiries, leads and contact data from as many sources as possible. On 21st February 2023 we launched the new and improved Enquiry Centre, accessed from the same location as usual, on the left side panel.

As well as Sales and Lettings viewing enquiries, the Enquiry Centre will now also show: Valuation enquiries from the portals, General Enquiries from the portals, Online Valuation bookings and Online Viewing bookings.

The new Enquiry Centre is split into two key sections:

The left hand side has a list of enquiries, showing the key information such as the person's name, property, source, type of enquiry and date received.

This list can be filtered by type (viewing, valuation etc), property address, status, assignee and more.

Enquiries can also be selected (either individually or all at once), giving you the option to send individual or bulk emails, assign a user and mark as New/In Progress/Closed:

Branch Admins can set individual SLA response times per branch for enquiries via the Settings section (left side panel) by going to Branch Settings > Portal Enquiries.

By default, Status in the filter view is set to Open or In Progress, however you can now also view your Closed enquiries by setting the Status filter to Closed.

Selecting multiple enquiries and clicking the Bulk Email button will open the email popup below:

Here you can 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.

As usual, you can select which of your email addresses the email should come from, choose to use an existing email template and select the most appropriate signature (setup from the Settings > My Settings > Profile / Correspondence Templates / Email Signatures sections respectively). You can also mark all enquiries emailed as Closed after the email is sent.

Clicking on a specific enquiry on the left hand side will open the right hand side which gives a more detailed breakdown on the enquiry.

Here, you can see the exact date and time the enquiry was received, view details of the property (and click the address to link to the property in Street). You can also create an Applicant in Street directly from this page, as well as book a viewing or valuation.

Below the property details is the Opportunities section. This area will highlight any opportunities that have been identified from the enquiry, for example a viewing enquiry may also be an opportunity for a valuation as their property is not on the market. This feature helps you to make the most out of your enquiries.

Additionally you can see the full details of the person enquiring including their message, address and financial situation. This information will help ensure your responses

Finally, at the bottom of the page you will see the normal activity section where you can add notes and send an email / text message.

Clicking 'Send an Email' will open the usual email popup and the subject line will be pre-populated with the property address, though this can be amended if needed.

Note: Sending an email from this section will send one email to that specific enquiry only.

Outside of your enquiry centre, you will also see a notification icon next to the Enquiry Centre on the left side panel. The notification highlights the number of 'new' enquiries (that is, enquiries with a status of New in the enquiry centre) for your active branch. It will not show any enquiries with a status of 'In Progress' or 'Closed':

You can check / change your active branch by clicking your profile icon at the top right and selecting the branch from the drop down:

Note - If you are a single branch agency, you won't see a drop down here.