Requests for Information

by Marissa Azzara Product Manager on ‎05-16-2015 06:01 PM - edited on ‎08-26-2016 12:52 AM by Community Manager

Quickly finding and responding to a Request for Info lets your customer know that you really value customer service.  You can set yourself up to receive notifications when Requests for Info come in.  See Lead and Notification Settings for more info.

 

 

Find the new Request for Info in Zap

 

From the Zap Dashboard, follow these steps to find and review your Requests for Info:

 

  1. Go to the Tasks area of your Dashboard, and locate the Request for Info.
  2. Go to the details of the request by clicking the View Details button.
  3. On the left side of your screen, you can view the property information (if the request was related to a specific property), and you may see a message from your customer on the right.

 

 

Respond to the Request for Info

 

Once you've found out what the customer would like to know, you'll want to contact them.

 

  1. To call or email the customer, click x to close out the request.
  2. Click on the down arrow next to the request's View Details button to select to email or call them. This will take you to the Contact Summary, where you can call or email your customer to answer their question.

 

 

Update your records

 

To keep track of the status of your Request for Info, it can be helpful to update the status of the request in Zap. To do this, follow these steps:

 

  1. Click on View Details again.
  2. If you were able to reach your customer and answer their question, you can change the status to “Completed”. The request will be removed from Tasks.

 

 

Look up Requests for Info

 

You may want to find a Request for Info that you have completed.  Follow these steps:

 

  1. Click on Business from the left navigation panel.
  2. Select Requests for Info.
  3. Locate your Request for Info. You can search by the address of the property the Request for Info was related to, or by the name of the Contact who requested information. You can also filter the list by status or time frame.
  4.  Click View Details to review the Request for Info.
Marissa Azzara August 26, 2016