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Collect enquiries and turn them into contacts

Set up the enquiry form, read what visitors send, and add each new person to your contacts in one click.

Updated 2 min read

Who can do this:
Agent and above
Where:
Web app

The enquiry form is the reason a landing page exists. A visitor leaves a name and a way to reach them, and the enquiry arrives on the page’s Contact Form tab. Raptor Neo doesn’t add anyone to your contacts by itself: you decide who goes in, with one click each.

Prepare the enquiry form

  1. Open the landing page in the editor.
  2. Go to the bottom of the page and click the enquiry form. The settings panel calls it Enquire Form.
  3. Type the Button Label. The Tagline and Title can be switched on or off here as well.
  4. Click Save. If the page is already live, click Publish & Get Link so visitors get the change.

Visitors fill in their name, email address and phone number. The page’s agent card shows the agent you chose for it, with their name, role, licence number, phone and email taken from that agent’s profile.

Read the enquiries

  1. Open Page Builder and click the page.
  2. Open the Contact Form tab.
In the Contact column It tells you
Yes The email or phone already belongs to someone in your contacts
- No match: this person is new to you

Add the person to your contacts

  1. Click ⋯ at the end of the enquiry’s row.
  2. Click Create Contacts. Raptor Neo builds the new contact from the details on the enquiry.

Where the person is already a contact, the menu changes. Depending on your access to that contact, it offers View Contacts Profile or Request Access, and the second lets you ask for Full Access, Edit Access or View Access. For how access works across your agency, read who can see which contacts.

Keep the follow-up quick

Enquiries wait on the tab until someone acts on them, so check it daily while a page is live. Once the person is a contact, treat them like any other: log the first call, book a viewing or open a deal and move it through its stages.

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