CRM & Clients3 min read
Managing the Enquiry Inbox and Property Messages
Triage incoming website and portal enquiries, mark messages as important or responded, and archive resolved threads.
Triaging Client Messages in the Portal Inbox
Open Company > Messages (`/companies/:company_id/messages`) to see all enquiries submitted through your public website forms, WhatsApp click tracking, and inbound portal emails.
- Toggle message status between Read (`mark_as_read`), Unread (`mark_as_unread`), and Responded (`mark_as_responded`).
- Flag priority enquiries as Important (`mark_as_important`) for immediate agent follow-up.
- Archive completed conversations (`archive`) to keep your inbox focused.
Automatic Linking to Properties and CRM Contacts
Each message automatically links to the enquired property and creates or updates the corresponding CRM client record so your team has full context before replying.
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