Latest revision as of 20:01, 29 August 2026

Telephone Wizard

Use the Telephone Wizard when somebody calls about selling or letting a property and you want to move quickly from the conversation to a clean CRM record and valuation appointment.

It is particularly useful for new valuation enquiries.

1. Establish what the customer wants to do

Choose the relevant contract offered by your branch, for example For Sale or To Let.

2. Search for the customer

Before creating anything, search by name, postcode, telephone or email.

If the customer already exists, select the existing record. Review any properties already connected to them before creating another one.

3. Create the contact if necessary

For a new customer, enter enough information to continue the relationship, including name and reliable telephone/email details.

4. Confirm the property address

If they are selling/letting their current home, use that address where appropriate. Otherwise search for the property address/postcode.

Correct minor formatting returned from the address lookup if necessary.

5. Capture the basics

Record the minimum useful property information, including bedrooms, bathrooms/receptions where requested, property class, type and style.

Do not try to write the finished property particulars during the telephone enquiry. The goal is to create a useful valuation record.

6. Book the valuation

Once the contact/property is created, book the valuation appointment while the customer is on the phone if possible.

The completed wizard should leave you with:

one correct Contact;
one correctly linked Property;
the basic property details;
a valuation appointment in the Diary.

Then continue with Sales Valuation to Instruction or Adding a new Rental Property.

Common mistakes

Skipping the search and creating a duplicate contact.
Creating a second property instead of using an existing property record.
Leaving bedrooms/type/style blank, reducing later matching/marketing quality.
Ending the call without booking or creating a follow-up task for the valuation.

@@ Line 1: / Line 1: @@
+= Telephone Wizard =
-==== Help on using Telephone wizard ====
+Use the Telephone Wizard when somebody calls about selling or letting a property and you want to move quickly from the conversation to a clean CRM record and valuation appointment.
-This wizard is to assist you with a telephone conversation with a client or potential client and quickly adding them onto Standout or, quickly changing a property.
-'''What does your client wish to do with their property?'''
+It is particularly useful for new valuation enquiries.
-This will show those contracts your branch provides:
+== 1. Establish what the customer wants to do ==
+Choose the relevant contract offered by your branch, for example For Sale or To Let.
-* For Sale - to sell either their current residence or another property they own
+== 2. Search for the customer ==
-* To Let - to let a property on their behalf
+Before creating anything, search by name, postcode, telephone or email.
-'''Are they in Standout already?'''
+If the customer already exists, select the existing record. Review any properties already connected to them before creating another one.
-To avoid data duplicate, it is recommended that you perform a basic search to see if their information has already been entered. When searching, you can use their first name, surname, postcode, telephone, email address.
+== 3. Create the contact if necessary ==
+For a new customer, enter enough information to continue the relationship, including name and reliable telephone/email details.
-If they already exist, their main details will be shown and properties associated with the contact will be show. You can select to create a new property, otherwise, choose the property being discussed and you will then be able to either clone the property for sale or to let - based on this properties contract status.
+== 4. Confirm the property address ==
+If they are selling/letting their current home, use that address where appropriate. Otherwise search for the property address/postcode.
-'''Creating a new contact'''
+Correct minor formatting returned from the address lookup if necessary.
-If they don't existing then click the "New Contact" button to enter either details. You will be required to enter the following fields
+== 5. Capture the basics ==
+Record the minimum useful property information, including bedrooms, bathrooms/receptions where requested, property class, type and style.
-* Title
+Do not try to write the finished property particulars during the telephone enquiry. The goal is to create a useful valuation record.
-* First name
-* Middle name
-* Surname
-* Telephone '''OR''' Mobile Number
-* Address
-* Email
-'''Address of the property to sell/let'''
+== 6. Book the valuation ==
+Once the contact/property is created, book the valuation appointment while the customer is on the phone if possible.
-If the property being sold or let is the one your client currently resides in, then choose This address otherwise, choose Another address so that you can then select that address by searching for it by its postcode.
+The completed wizard should leave you with:
-'''Minor alterations'''
+* one correct Contact;
+* one correctly linked Property;
+* the basic property details;
+* a valuation appointment in the Diary.
-If the address brought back does not display correctly, you can amend the details. '''YOU MUST''' enter the number of bedrooms, bathrooms, reception rooms.
+Then continue with [[Sales Valuation to Instruction]] or [[Adding a new Rental Property]].
-'''What type of property class is associated to this property?'''
+== Common mistakes ==
+* Skipping the search and creating a duplicate contact.
-Choose the residential class associated with this property - Residential / Commercial / Business. '''YOU MUST''' choose the property type and style.
+* Creating a second property instead of using an existing property record.
+* Leaving bedrooms/type/style blank, reducing later matching/marketing quality.
-'''Book valuation'''
+* Ending the call without booking or creating a follow-up task for the valuation.
-Depending on your choices, you will then be able to create the contact (if a new contact) and the property. Once created without error, you will then be able to Book the Valuation appointment. Once booked, you will be re-directed to the property details.

Telephone wizard: Difference between revisions

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