Workflow Automation

Don't sweat the small stuff. With Workflows, Enquire CRM can keep your team on track by automating anything from field changes to activity creation and notifications.

  • Changing the lead status of a prospect to a lost lead/unqualified will deactivate the profile
  • When a lead is a hot lead it will be added to the Watch List
  • When a lead is deactivated, take them off the Watch List
  • If a move in activity is completed then the prospect will be changed to a Resident
  • If a resident is moved into an apartment, a move in activity is automatically created
  • If there is a walk in inquiry and a visit is held, a tour activity will be created.
  • And many more!

Want to set up Workflows? Contact to get them set up!

Was this article helpful?
0 out of 1 found this helpful