Enquiries

The Enquiries page is where your team works through every lead. You can switch between views, create enquiries by hand, filter and export, and open any enquiry to see its qualification answers and viewings.

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Choosing a view

Use the view switcher in the top right of the page to change how your enquiries are displayed:

• Split: A list of enquiries alongside a preview of the selected enquiry, so you can work through them quickly without leaving the page.
• Table: A full-width table of every enquiry, best for filtering and exporting.
• Board: A kanban board with a column for each pipeline status.

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Where enquiries come from

Enquiries reach your pipeline in three ways:

• Created by your team: Someone rings up or emails you and you add them by hand.
• Submitted by the lead: The lead completes a qualification configuration form using its hosted link.
• Received from a portal: Connect a Rightmove branch from your integration settings and incoming leads are created as enquiries automatically.

Each enquiry records the source it came from, so you can see at a glance whether a lead arrived through a Web form, Widget, Email, Portal, Phone, Referral, or was added Manually.

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Creating an enquiry

To create an enquiry, follow these steps:

1. Click New enquiry (or press N).
2. Enter the lead’s Email, Name, and Phone.
3. Click Create.

New enquiries start with the status New. If a qualification route matches, Yorlet attaches a qualification form straight away and can email the lead a link to complete it.

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Working on the board

The board gives you an at-a-glance view of your pipeline, with a column for each status. Each card shows the lead’s name, email, phone, the unit they are interested in, their source, their qualification score, and how long ago the enquiry arrived. Drag a card from one column to another to change its status — for example, move a card into Qualified once you are happy to progress the lead, or into Lost when they go quiet.

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Filtering and exporting

In the table and split views you can filter your enquiries by Status, Source, and Assignee. Click Export to download the enquiries currently shown, and any filters you have applied will be reflected in the exported file. Right-click any row to copy the lead’s email or phone number, copy the enquiry ID, or open the enquiry in a new tab.

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Managing a single enquiry

Open an enquiry to see its full detail. The page shows a timeline of what has happened, the lead’s contact details and source, any portal information, their viewings, and their qualification answers. From the enquiry you can:

• Leave comments for your team.
• Set an assignee so it is clear who owns the lead.
• Use Move to to change the pipeline status.
• Open the overflow menu (•••) to Attach qualification, Copy qualification link, Send qualification form, or Update the lead’s contact details.

Once a qualification form is attached, Attach qualification is replaced by the options to copy or send the link. Send qualification form is only available when the enquiry has an email address.

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Qualification score and summary

When a lead submits their answers, Yorlet scores them out of 100 against the questions on the attached configuration and writes a short summary of how well they fit. The score appears on the enquiry, in the table, and on the board card, colour-coded so strong leads stand out. The summary appears at the top of the enquiry page.