This is linked to the article setting up your adverts and how to sync to the portal of choice.
All incoming enquiries coming through the portals will arrive in Arthur as an applicant as well as an enquiry within the viewings area. If that applicant further enquires it will show simply in the enquired area of the viewings BUT WILL NOT create a further applicant.
This article looks at:
New applicants and enquiries will be seen on the dashboard.
Enquiries will come in from:
Within the applicant area, the applicants will show for the first time. If that applicant then enquires again on another one of your adverts NO new applicant will be created, the new enquiry will be added to the applicant activity log together with a new enquiry.
Within the viewing area, the filter ‘Enquired’ will show the list of enquiries.
To do this, a manual event will need to be created. This is linked to understanding automated events.
Create a manual event in settings>automated events>viewings
Create conditions as shown:
See created event, now add actions to this:
Create your actions. Examples shown here include a response to the enquiry and a notification for the team of a new enquiry.
This is linked to how to add actions.
In the example below, we have created 2 actions:
a/ Notification to your team
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