Activity feed, journal & last call functionality in Internet Registrations (portal leads) screen

Owned by Fiona Hardy, created
Last updated: Apr 13, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

To aid contact management when dealing with internet registrations/portal leads - from AgencyCloud 12.155+, activity feed functionality has been added to the Internet Registrations screen, allowing journal and last call functionality to be used (as seen throughout AgencyCloud)

When journal entries are added and the lead is converted to an applicant or property (i.e. landlord/vendor), the notes are carried across to the relevant record

When a portal lead enquiry is sent from a website, such as Rightmove, it is held in the Internet Registrations screen in AgencyCloud - this screen allows you to view enquiry details then either add them as an applicant/property, mark them as a duplicate or reject them

Click here for more information on internet registrations functionality

1. Access internet registrations

From Organiser:

  • Right-click over Internet Registrations (often shown in Overview panel)

  • Select Full results
    The Internet Registrations screen will be displayed

  • The Activity Feed is shown on the right side of the screen

  • Selecting a lead in the main grid of the window on left displays all journal entries added for that lead in the Activity Feed

  • The grid displays a Last Call date for any internet registrations that have had journal entries added

Leads which are still to be followed up will have no Last Call date entry - click the column heading to sort by date/no date to easily identify leads which need attention

2. Add journal entry to portal lead

From Internet Registrations:

  • Select a lead in the main grid of the window (on left)

  • In Activity Feed on right, click and select Create journal entry

  • Enter Call note and click Accept

  • The note is visible in the Activity Feed and the Last Call date is updated with the current date

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