When enquiries arrive in different places, the first challenge is keeping the context together.
Start with a consistent record
For each enquiry, capture the contact, source, property requirement, and owner. Consistent fields make a record easier to understand when another team member picks it up.
Separate the person from the next action
The person’s preferences may stay the same while the next action changes. Keep the contact details stable and update remarks and follow-up dates as the conversation develops.
Review what needs attention
At the start of the day, review due follow-ups and unassigned enquiries. Decide who owns each next step before the team starts making calls.
