Demand Registration

How to create a demand in Inmovilla: a complete step-by-step guide with all options

Registering a demand in Inmovilla is essential to document the interest of a potential client in a property or specific references within the real estate catalog. This action can be performed through different methods: manually from the main panel or the demand list, quickly during a phone call, and in some cases, from a lead received by email.

Selecting the most appropriate method from the start ensures that the contact data, the responsible agent, and the consulted reference are correctly linked, avoiding duplicate information and facilitating efficient and organized management.

What is a demand in Inmovilla?

A demand is the formal record that documents the request or real estate interest expressed by a client. For example, when a user inquires about a specific property, contacts the agency by phone, or sends an email related to a specific reference.

When creating a demand, it is essential to correctly identify both the contact and the source of the inquiry. In situations where the demand is generated from a phone call or a lead linked to a reference, Inmovilla allows using that reference as a basis to speed up creation and ensure data accuracy.

Ways to create a new demand

Inmovilla offers multiple ways to register demands. The choice of method will depend on the moment the inquiry is received and the information available at that time.

Create a demand from the Create new button

From the main screen, there is a shortcut to create new items, including demands. This method is ideal when you need to open a demand record without previously navigating to the full list.

• Access the Home or main screen.

• Click the yellow Create new button located at the top right corner.

• Select the Demand option from the dropdown menu.

• Complete the form with all available contact and reference information.

This access is especially useful for registering new inquiries that do not originate from calls or emails managed within the platform.

Create a demand from the Demands section

Another option is to create the demand directly from the specific demands area, which is recommended when you are already working on reviewing or managing the list of existing requests.

• Access Demands from the system sidebar.

• Press the New demand button located at the top right.

• Fill in all the fields of the form with the relevant information.

• Save the demand once the data has been verified.

This method opens a blank form, so all necessary information must be entered manually.

Create a demand during a phone call

Creating a demand from a call is one of the fastest and most efficient ways to record the interest of a client who contacts the agency directly. It is especially suitable for face-to-face or telephone inquiries related to a specific property.

The process starts from the call button located at the top of the real estate panel. From there, the essential contact data is entered and the type of call is defined.

• Access the Call option.

• Enter the first name and last name of the interested party.

• Provide a contact method, either phone or email.

• Verify the assigned agent for managing the demand.

• In the Call type field, select New demand.

• Search for and select the reference related to the inquiry.

• Save the information to generate the demand automatically.

By default, the assigned agent corresponds to the person managing the call, but it is advisable to confirm this before saving to ensure the demand is correctly attributed.

Importance of selecting the appropriate reference

By specifying that it is a new demand, a reference searcher is activated that allows associating the demand directly with the property or consulted reference. This step is crucial to create an accurate record and avoid starting from scratch.

For example, if a client visits the office asking about a particular property, registering the call with that reference facilitates the immediate creation of the demand linked to that specific property.

Create a demand from a lead received by email

When a lead is received by email and automatic demand creation is not enabled, it is possible to generate the demand directly from the lead.

• Open the email or lead received in Inmovilla.

• Select the Create contact from email option.

• Verify and correct, if necessary, the sender's data.

• Associate the reference linked to the inquiry, if applicable.

• Generate the demand with the collected information.

This flow is similar to the phone call: if the contact is not registered, the platform allows registering it using the available information and associating the demand with the reference that motivated the contact.

How to enable automatic demand creation

To optimize the process and reduce manual workload, Inmovilla offers the possibility to configure automatic demand creation from leads received by the real estate agency. This function is especially useful when the agency receives inquiries regularly and wants to speed up management.

The configuration is done in the automation area by following these steps:

• Access Settings.

• Go to the Options section.

• Locate the Automation section.

• Enable the automatic demand creation option for incoming leads.

Before enabling this automation, it is advisable to verify that the received leads contain complete data and correctly identified references, ensuring that automatically generated demands are accurate and useful for subsequent management.

Which method is best to use in each situation?

Method	When to use it	Main advantage
Create new from Home	To register a demand from scratch, without prior data.	Quick and immediate access from the main screen.
New demand from Demands	When managing the list of active requests.	Allows centralized and organized administration.
From call	When the client contacts by phone or visits the office.	Associates the inquiry to a reference quickly and directly.
From email or lead	When the inquiry arrives by email and is not created automatically.	Utilizes already received data to speed up registration.
Automatic creation	When leads are received regularly and consistently.	Minimizes manual work and improves efficiency.

Key data to review before saving a demand

A complete and correct demand record facilitates follow-up and subsequent management. Before finalizing the registration, it is essential to carefully review the following data:

• First and last name: to clearly identify the interested party.

• Phone and email: ensure effective contact channels.

• Assigned agent: confirms who will be responsible for managing the demand.

• Call type: make sure to select New demand if registering from a call.

• Consulted reference: links the demand with the property that generated the interest.

Common mistakes when creating demands and how to avoid them

Not selecting “New demand” during call registration

If the call type is not set as “New demand,” the system will not activate the specific flow to correctly create and associate the demand. Always verify this selection before continuing.

Omitting the consulted property reference

The reference is a critical piece of data when the contact asks about a specific property. Without it, the demand cannot be generated based on the property that originated the inquiry, making follow-up difficult.

Leaving contact data incomplete

Whenever possible, register at least a phone number or email, in addition to the full name. This prevents the demand from lacking a clear way to re-establish contact with the client.

Not reviewing the assigned agent

The system assigns by default the agent managing the call. If another professional should handle the demand, it is essential to adjust this information before saving to ensure correct assignment.

Summary: the fastest and most efficient way to register a demand

For occasional inquiries, manual creation from Create new or from the Demands section is appropriate and accessible. When the client makes a call or visits the office asking about a specific reference, registering the demand from the Call option allows a faster and more precise process.

In agencies that manage a regular volume of leads, automatic demand creation through configuration in the Automation area is the most efficient alternative, provided that contact data and references are correctly integrated from the start.