Agent Dashboard – Inquiries

The Inquiries section allows agents to manage customer questions and requests related to properties. This feature helps agents stay in touch with potential clients, answer inquiries in a timely manner, and avoid missing important opportunities. By consolidating all inquiries in one place, Houzez ensures efficient communication and better lead management.

How an Inquiry is Collected

Inquiries are automatically recorded in the dashboard when users interact with the website. They can come from three main sources:

1. Contact Agent Form – Located in the property sidebar.
2. Contact Information Form – Displayed under the agent contact details on the property page.
3. Contact/Inquiry Form (Elementor Widget) – Wherever this widget is placed on the site, inquiries submitted by users will appear in this section.

Information Collected

Each inquiry contains information depending on its source:

• From property pages: Details such as property type, price, number of bedrooms, bathrooms, and area size are included automatically.
• From Elementor widget forms: The collected information depends on which fields were added to the form.

Adding a New Inquiry

To manually add a new inquiry:

1. Click Add New Inquiry (top right button).
2. Fill out the form with the following fields:
   • Contact* – Select an existing contact from Leads or registered users.
   • Inquiry Type* – Define the type of inquiry.
   • Property Type* – Choose the property type (e.g., villa, apartment).
   • Property Status – Indicate whether the property is for sale, rent, etc.
   • Property Label – Optional categorization (e.g., Featured, Hot Offer).
   • Price – Define a price range.
   • Bedrooms / Bathrooms – Enter minimum and maximum numbers.
   • Area Size – Define minimum and maximum size.
   • Address Details – Country, State, City, Area, Postal Code/ZIP, Street Address.
   • Notes – Add any internal notes about the inquiry.
3. Click Save to record the inquiry in the dashboard.

Inquiry Actions

Each inquiry has an Actions menu (⋯) with the following options:

• View – Opens the full inquiry details.
• Edit – Update information such as type, property details, or notes.
• Delete – Permanently remove the inquiry from the system.

Inquiry Details

Clicking View opens the Inquiry Detail page, which displays:

• Inquiry Information – Contact, property type, status, price, bedrooms, bathrooms, area size, address, and message.

• Matching Listings – A list of properties that match the criteria of the inquiry. Agents can send these matches to the client directly via email.
• Notes – Internal notes to track conversations, preferences, or follow-up tasks.

Export

Agents can export all inquiries into a CSV file by clicking the Export button. This allows for easy backup, reporting, or further analysis.

Practical Use

The Inquiries section helps agents:

• Keep track of every client request in one place.
• Ensure quick responses to customer questions.
• Match inquiries with relevant property listings and share them via email.
• Add inquiries manually for walk-in clients or offline leads.
• Export data for reporting, follow-ups, or integration with other tools.

By managing inquiries efficiently, agents can provide better service and increase the likelihood of turning questions into successful deals.