1. For business not won
If a potential landlord decides not to go ahead with your agency, users can log notes against the enquiry record detailing the reasons why before completing the enquiry record.
1.1 Adding an 'Enquiry lost' log
Go to Properties > Potential landlord enquiry
Within the Additional logs column, click on the + icon
Expand the Response type dropdown and select a relevant Enquiry lost option
Populate the other fields as required
Click Submit
1.2 Completing the enquiry
Go to Correspondence > Potential landlord enquiry
Locate the enquiry in question
Within the Complete column, click on the tick icon
A dialogue box will appear. Click on Yes to confirm the action or No to cancel
Once confirmed, the enquiry will be moved to the View Completed items page.
2. For business won
If their business has been won, their enquiry record can be converted to an active landlord. For guidance on how to do so, please click here.
Video tutorial