Internet registrations (portal leads)
- Fiona Hardy
When a portal lead enquiry is sent from a website, such as Rightmove, it is held in the internet registrations screen (usually accessed via the Organiser in Reapit)
This screen allows you to view enquiry details then either add them as an applicant/property, mark them as a duplicate or reject them
The guides below give more detail on using internet registrations
Using internet registrations (portal leads) & inbuilt reports
How to access and use internet registrations (portal leads) functionality, including information on the inbuilt reporting options available
Activity feed, journal & last call functionality in Internet Registrations (portal leads) screen
To aid contact management when dealing with internet registrations/portal leads, Activity Feed functionality has been added to the Internet Registrations screen, allowing journal and last call functionality to be used
Assign & manage internet registrations (portal leads)
Internet registrations (or portal leads) can be assigned to individual users - two related configuration options are also available to allow leads to be managed better
Access to internet registration configuration
The setup negotiators screen can be used to choose which offices' internet registrations leads are received by each user - it also allows internet registration functionality to be removed per user (and added, when enabled at company level)
Additional contact types checked on internet registrations (portal leads) when searching for duplicate records - configuration option
Configuration option which ensures that when choosing to add an internet registrations lead to Reapit and the lead is checked for duplicates, both the work and home numbers on the lead are added to the search
Missing portal/website leads (internet registrations) - checklist
Advice on what to check if portal leads are missing from the internet registrations screen
Internet registrations set-up guidelines
Click this link for internet registrations set-up guides