Leads

Leads is where every prospective tenant starts. An enquiry records who got in touch, which property they are interested in, and how far they have progressed. You can capture enquiries yourself, receive them from a portal such as Rightmove, or let leads submit their own details through a hosted qualification form. From there you qualify them, book a viewing, and hand the strongest leads over to Leasing. You can view and manage every enquiry from the Enquiries page.

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How a lead progresses

1. An enquiry arrives, either created by your team or automatically from a portal or hosted form.
2. A qualification configuration collects the details you need, and Yorlet scores and summarises the answers for you.
3. You qualify the lead and book a viewing, or send them a link so they can pick their own slot.
4. Once the viewing has taken place you move the lead on to an application.

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Enquiry statuses

Every enquiry has a status that shows where it sits in your pipeline:

• New: The enquiry has arrived but no qualification details have been submitted yet.
• Pending: The lead has submitted their qualification answers and is waiting for your review.
• Contacted: Someone on your team has reached out to the lead.
• Qualified: The lead has been approved to progress.
• Viewing: A viewing has been booked.
• Application: The lead has moved into your application process.
• Won: The lead has signed a tenancy.
• Lost: The lead closed without converting.
• Disqualified: The lead was rejected during qualification.

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Viewing statuses

Each viewing booked against an enquiry has its own status:

• Scheduled: The viewing is booked and upcoming.
• Completed: The viewing took place.
• No show: The lead did not attend.
• Canceled: The viewing was called off, and the slot is free to book again.

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