It is important to track the sources of enquiry within a business and Vault allows you to assign multiple sources of enquiry for each client. For example, a client may have heard about a property via the "Office Web Site", however, the same client may have heard about another property via Print Media or at an Open For Inspection. You may then run reports to understand how clients hear about your business and have a better understanding of how to best target your marketing. Below is a step-by-step guide on how to set up your Sources of Enquiry.

Step by step

1. Go to Settings > Source of Enquiry

2. Click on Add New Source of Enquiry
3. This will then populate the Add/Edit Source of Enquiry window, where you can add in your desired source name

4. Once completed, you are then able to click Save to add the Source of Enquiry

Additional information

Once you have added your Source of Enquiry field, you will now have the option to select it from the Source Of Enquiry dropdown on a contact card.

You can also refine your contact search via the Source of Enquiry from within the Filter Contacts tool. More information on this process can be found in the Filter Contacts knowledge article. 

These sources will also populate via a pie chart on your Owner Feedback reports. More information on producing these reports can be found via the Owner Feedback Report knowledge article.