1. What to do if the business is won
If the business has been won, the status of the enquiry can be updated to move the property onto the next stage - property marketing.
Go to Sales properties > View appraisals
Locate the enquiry in question
In the Enquiry status column, expand the dropdown and select Pending
The enquiry will be moved from the View appraisals page to the View available properties page so that users can start to get it ready for advertising.
For guidance on how to get a property ready for marketing, please click here.
2. What to do if the business is lost
If the business has not been won, the enquiry can be archived so that it no longer appears as an open enquiry.
Go to Sales properties > View appraisals
Locate the enquiry in question
In the Enquiry status column, expand the dropdown and select either Enquiry – Qualified out or Enquiry – Lost
Once the relevant option has been selected, the enquiry log will be hidden
To view archived enquiries, expand the Filter by secondary status dropdown on the left sidebar and select either Qualified out or Lost. The table will then update to list enquiries set to the chosen status.