Updated on December 27, 2018 The newest feature on AscendixRE for Salesforce.com is now live! Introducing Inquiries: a new object to manage your leads and indications of interest.
The Inquiry record type in xRE Foundations and xRE Enterprise was created for the needs of commercial real estate brokers. If you are a current use of xRE Foundations, you will have this feature already.
If you use a Salesforce.com for commercial real estate solution, you might have struggled with the best way to keep track of leads who are not yet ready to be a Contact or an Account. These are leads that you don’t want to lose sight of that have inquired about your services, listings, etc.
Creating a lead in Inquiries is simple. Within AscendixRE, you will see a new tab for ‘Inquiries’ where you can create your new leads.
Inquiries can be created as a Lease or Sale type, and then can be utilized to its full potential when you input all relevant information (Contact Information, Preferences, etc.).
This flows into another beneficial feature of the Inquiries record type as you can quickly & efficiently convert the lead into a Contact, Account, Deal and/or Preference record. All you have to do is select the information you have already provided into the Inquiry record.
Easy and simple. That’s how it needs to be for commercial real estate brokers!
Contact us to find out more about AscendixRE, a leading provider of commercial real estate solutions.