Learn to use MRI Vault’s source of enquiry to identify how clients found you, refine contact searches and enhance owner feedback reporting.

This article covers:

• About the source of enquiry feature
• Add a new source of enquiry
• Use the source of enquiry field

About the source of enquiry feature

The Source of Enquiry feature in MRI Vault allows you to link multiple discovery channels to a single client. For example, one client may find different listings through different sources, helping you analyse marketing effectiveness.

Add a new source of enquiry

You may add sources at any time.

1. Go to: Settings > Source of Enquiry
2. Click Add New Source of Enquiry
3. In the Add/Edit Source of Enquiry window, enter a source name
   
4. Click Save

The screen will refresh and display the added field in the list.

Use the source of enquiry field

Individual contacts:

You can use the added enquiry fields in contact cards.

1. Go to: A contact card
2. Scroll down to the Source Of Enquiry section
3. Click the drop-down menu > Select the relevant field
   
4. Click Save/Update

Filter contacts:

You can refine your contact search by Source of Enquiry in the Filter Contacts tool.

Owner feedback report:

These sources will also populate via a pie chart on your Owner Feedback reports.