How to:
Create & Send Enquiries:
Begin by selecting the buildings and operators you'd like to contact, then enter a personalized message outlining your requirements before clicking "Send Enquiry."
Make sure you have terms in place with each operator to secure your commission/fee position.
Once sent, each enquiry will be automatically updated in the Enquiries tab with the status set to "Lead: Pending," and you’ll receive a confirmation that your enquiry has been submitted.
2. Manage Lead Status
Navigate to the Enquiry page to view and update the status of any ongoing leads. Statuses are updated by operators, but you can still change it yourself within the building management page, if communication took place outside of Valve.
This feature ensures you have a clear record of where each opportunity stands, helping you prioritize next steps effectively.
Troubleshooting:
Problem: I don't see the enquiry page.
Answer: Only customers that are part of our Beta program currently have access to this functionality. We will soon make it accessible for all.