Buyers / Tenants – Inmobalia CRM Docs https://docs.inmobalia.com Fri, 09 May 2025 12:10:41 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 How to send a link with properties using Houzier https://docs.inmobalia.com/1365-how-to-send-a-link-with-properties-using-houzier https://docs.inmobalia.com/1365-how-to-send-a-link-with-properties-using-houzier#respond Fri, 09 May 2025 12:06:35 +0000 https://docs.inmobalia.com/?p=1365 ]]>

]]> https://docs.inmobalia.com/1365-how-to-send-a-link-with-properties-using-houzier/feed 0 How to use the Automatic Alert in an Enquiry https://docs.inmobalia.com/1116-how-to-use-the-automatic-alert-in-an-enquiry https://docs.inmobalia.com/1116-how-to-use-the-automatic-alert-in-an-enquiry#respond Thu, 17 Nov 2022 09:52:13 +0000 https://docs.inmobalia.com/?p=1116

When you create an Enquiry you are telling the system which is the interest of your client but you also decide what to do with the properties found by the system that match your client’s requests. If you want the system to send directly these properties to your client using a property alert email, you need to use the Automatic Alert. Follow these steps to learn how to use it.

1. Go to the Contacts section and click on the contact you want to manage.

Go to the Contacts section and click on the contact you want to manage.

2. There are two requirements that the Contact must comply with if you want to use the Automatic Alert. Click on Edit to check them.

There are two requirements that the Contact must comply with if you want to use the Automatic Alert. Click on Edit to check them.

3. First requirement: the Contact mus have an email address. Second requirement: We need to have Contact’s permission to send him/her automatic property alerts. If the Contact is not permitting it you must check this checkbox and automatic alert will not be enabled.

First requirement: the Contact mus have an email address. Second requirement: We need to have Contact's permission to send him/her automatic property alerts. If the Contact is not permitting it you must check this checkbox and automatic alert will not be enabled.

4. Go to the Enquiries and click on the Enquiry you want to edit.

Go to the Enquiries and click on the Enquiry you want to edit.

5. In the Enquiry click on Edit

In the Enquiry click on Edit

6. Select Automatic in the Alert field and Save.

Select Automatic in the Alert field and Save.

7. Now, every time a new property comes into the system and matches Contact’s request it will be automatically sent to him/her. All the sent properties will be stored in the Contact’s tab Proposed + By Enquiry Alerts so you will always know what the system has sent.

Now, every time a new property comes into the system and matches Contact's request it will be automatically sent to him/her. All the sent properties will be stored in the Contact's tab Proposed + By Enquiry Alerts so you will always know what the system has sent.

]]> https://docs.inmobalia.com/1116-how-to-use-the-automatic-alert-in-an-enquiry/feed 0 How to send a property using WhatsApp and record the Activity https://docs.inmobalia.com/1108-how-to-send-a-property-using-whatsapp-and-record-the-activity https://docs.inmobalia.com/1108-how-to-send-a-property-using-whatsapp-and-record-the-activity#respond Mon, 31 Oct 2022 14:59:10 +0000 https://docs.inmobalia.com/?p=1108 ]]>

]]> https://docs.inmobalia.com/1108-how-to-send-a-property-using-whatsapp-and-record-the-activity/feed 0 How to manage Opportunities notifications https://docs.inmobalia.com/274-how-to-manage-opportunities-notifications https://docs.inmobalia.com/274-how-to-manage-opportunities-notifications#respond Wed, 01 Dec 2021 14:26:36 +0000 https://docs.inmobalia.com/?p=274

When a buyer/tenant has an active Enquiry with manual alert, every time a new property enters the system and matches our client’s enquiry we will receive a notification in the Dashboard informing us about this new business opportunity. Let’s see how to manage these Opportunities notifications.

1. In the Dashboard there is a section for Notifications

In the Dashboard there is section for Notifications

2. Click on the Opportunities notification

Click on the Opportunities notification

3. We will go to the Enquiries section and find the Enquiry that generated the business opportunity. Click on it.

We will go to the Enquiries section and find the Enquiry that generated the business opportunity. Click on it.

4. Click on the Opportunities tab

Click on the Opportunities tab

5. We will find the opportunities pending to be managed

We will find the opportunities pending to be managed

6. Click on a Property to check if it is really interesting for your client.

Click on a Property to check if it is really interesting for your client.

7. Click on Email to send the property to your client.

Click on Email to send the property to your client.

8. Select the language

Select the language

9. Add your client’s email

Add your client's email

10. Type the subject

Type the subject

11. Click on Send

Click on Send

12. Close the property

Close the property

13. If you don’t like the property for your client you can always reject it. Just select the property with the checkbox and click on the X.

If you don't like the property for your client you can always reject it. Just select the property with the checkbox and click on the X.

14. Confirm you want to reject the opportunity by clicking on YES

Confirm you want to reject the opportunity by clicking on YES

15. Rejected properties will be archived in the Rejected tab. These properties will not be offered again as new opportunities

Rejected properties will be archived in the Rejected tab. This properties will not be offered again as new opportunities

16. The opportunities you have sent to your client will be stored in the Proposed tab of the contact.

The opportunities you have sent to your client will be stored in the Proposed tab of the contact.

]]> https://docs.inmobalia.com/274-how-to-manage-opportunities-notifications/feed 0 How to send properties to buyers and tenants https://docs.inmobalia.com/177-how-to-send-properties-to-buyers-and-tenants https://docs.inmobalia.com/177-how-to-send-properties-to-buyers-and-tenants#respond Wed, 01 Dec 2021 14:01:58 +0000 https://docs.inmobalia.com/?p=177 ]]>

]]> https://docs.inmobalia.com/177-how-to-send-properties-to-buyers-and-tenants/feed 0 How to find properties from an Enquiry https://docs.inmobalia.com/174-how-to-find-properties-from-an-enquiry https://docs.inmobalia.com/174-how-to-find-properties-from-an-enquiry#respond Wed, 01 Dec 2021 14:00:34 +0000 https://docs.inmobalia.com/?p=174 ]]>

]]> https://docs.inmobalia.com/174-how-to-find-properties-from-an-enquiry/feed 0 How to print contact’s details https://docs.inmobalia.com/172-how-to-print-contacts-details https://docs.inmobalia.com/172-how-to-print-contacts-details#respond Wed, 01 Dec 2021 13:59:36 +0000 https://docs.inmobalia.com/?p=172 ]]>

]]> https://docs.inmobalia.com/172-how-to-print-contacts-details/feed 0 Set as Active contact https://docs.inmobalia.com/170-set-as-active-contact https://docs.inmobalia.com/170-set-as-active-contact#respond Wed, 01 Dec 2021 13:50:15 +0000 https://docs.inmobalia.com/?p=170 ]]>

]]> https://docs.inmobalia.com/170-set-as-active-contact/feed 0 How to create a Viewing Activity https://docs.inmobalia.com/166-how-to-create-a-viewing-activity https://docs.inmobalia.com/166-how-to-create-a-viewing-activity#respond Wed, 01 Dec 2021 13:48:37 +0000 https://docs.inmobalia.com/?p=166 ]]>

]]> https://docs.inmobalia.com/166-how-to-create-a-viewing-activity/feed 0 How to upload documents for a contact https://docs.inmobalia.com/164-how-to-upload-documents-for-a-contact https://docs.inmobalia.com/164-how-to-upload-documents-for-a-contact#respond Wed, 01 Dec 2021 13:48:11 +0000 https://docs.inmobalia.com/?p=164 ]]>

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