Demand Record Information

How to consult and update the information of a demand in Inmovilla

 

The demand record in Inmovilla centralizes all essential information to effectively manage each client and monitor the progress of their real estate search. Within this record, the Information section offers a detailed view of the demand's status history and, in edit mode, allows precise and controlled updates of its status.

This functionality is key to maintaining a structured and transparent follow-up of each demand, facilitating the identification of the exact point it is at and allowing clear review of changes made over time.

What is the Information section of a demand?

The Information section is an integral part of each individual demand record, which is organized into multiple tabs to facilitate navigation between the available sections.

This section mainly displays the status history, a chronological record that documents the complete evolution of the demand, providing essential context to understand its journey within the commercial process.

How to access a demand record

To consult the details of a specific demand in Inmovilla, follow these steps:

• Access the Demands section from the left side menu.

• Locate and select the demand you want to review.

• Use the tabs within the record to navigate to the Information section.

When opening the record, you will find both a clear summary of the contact details and the complete history associated with the demand, providing a comprehensive and quick overview.

Consulting the status history

The status history is an essential tool to review all the changes a demand has undergone since its creation. This record allows precise knowledge of the current situation and prevents loss of context, especially when multiple agents are involved in its management.

In view mode, the section shows the main information, highlighting active statuses in green to facilitate their quick identification within the history.

Importance of reviewing the history

• Allows understanding the complete evolution of the demand without relying on external notes or informal communications.

• Facilitates clear identification of the active status at any given time.

• Ensures continuity and coherence in management, especially when resuming a previously worked demand.

• Keeps a detailed and transparent record of all status changes made.

Editing the status of a demand

The record can be viewed in read-only mode or opened in edit mode. Although the history can be consulted in both modes, the status of the demand can only be modified in edit mode.

Each status update is automatically recorded in the history, so it is essential to make changes only when they accurately reflect the current situation of the demand to maintain the integrity of the follow-up.

To update the status of a demand, follow these steps:

• Open the corresponding demand record.

• Activate edit mode by clicking the Edit button located at the top right.

• Locate the option to change the status within the Information section.

• Select the status that best represents the current situation of the demand.

• Review the history to confirm that the change has been correctly recorded.

Information in the record's side panel

Besides the history, the record includes a left side panel that offers a concise summary of the most relevant data associated with the demand. This panel allows quick access to key information without the need to browse all sections.

Among the data that can be consulted are:

• Contact's full name.

• Current call status, for example, if contact is pending.

• Qualification status of the demand.

• Email address.

• Type of need, whether purchase or sale.

• Information related to the desired price range.

• Geographical area of interest.

This summary facilitates a quick review to ensure that the client's essential data is complete and that the demand is properly contextualized before continuing with its management.

Best practices for managing a demand record

An updated and well-managed record helps work with clear information and avoids confusion during follow-up. Before modifying the status or advancing in the management of a demand, it is advisable to verify the following aspects:

• Confirm that the name, email, and other contact details are correct and up to date.

• Check if the demand is pending a call or action before proceeding with new steps.

• Verify if the demand corresponds to a purchase or sale need.

• Ensure that the price and area reflect the client's current conditions and requirements.

• Consult the status history before making any changes to maintain consistency in follow-up.

• Update the status only when there is a real and verifiable change in the demand's situation.

Common mistakes when consulting demand information

Confusing view mode with edit mode

View mode is designed exclusively to consult the history and existing data. To modify the status or any information in the record, it is essential to activate edit mode.

Not reviewing the history before updating a status

The history provides fundamental context about previous changes. Consulting it before any modification ensures an adequate understanding of the situation and maintains an orderly and coherent record.

Ignoring the side panel data

The summarized data in the side panel, such as area, price, qualification, or specific need (purchase or sale), are essential to correctly interpret the demand. Not reviewing them can lead to working with incomplete or outdated information.

Summary

The Information section within the demand record in Inmovilla integrates the complete status history and enables status updates when working in edit mode. Together with the main data side panel, it offers a quick and clear view of the contact's situation, their real estate need, and the demand's evolution.

Keeping this data updated and using the history as a constant reference contributes to a more organized, efficient, and professional management of each real estate demand.