The Enquiry/Holding Area includes a dedicated filter panel on the left-hand side of the page.

The panel remains visible while you scroll and can be collapsed into a slim Filters tab to provide more room for enquiry results. When collapsed, a summary of the selected filters is displayed.

• After selecting your filters, click Apply Filters
• To return to the default view, click Reset

Available filter options include:

• Status
  • Awaiting review - Displays enquiries that have not yet been processed
  • Processed - Displays enquiries that have already been added to the database
  • Ignored - Displays enquiries that have been ignored

• Department
  • Sales
  • Leasing
• Select from the following date presets:
  • Last 7 Days (default)
  • Last 30 Days
  • Last 3 Months
  • Last 6 Months
  • Custom - Selecting Custom displays the From and To date fields
• Source - Filter enquiries based on where they originated
• Branch - Limit results to a specific branch
• Agent - Filter enquiries assigned to a specific agent
• Marketing Contact - Filter results by marketing contact
• Property - Filter enquiries for a specific property listing

Perform bulk actions

You can select multiple enquiries and perform actions across all selected records.

• Tick one or more enquiries
• Choose an action from the available bulk action menu

The available actions depend on the enquiry status.

Awaiting review enquiries

When multiple Awaiting Review enquiries are selected, the available bulk action is:

• Ignore Enquiry

Processed enquiries

Processed enquiries include additional bulk actions, such as:

• Restore Enquiry
• Create Call List
• Send SMS
• Send Email
• Add Note
• Add to Distribution List
• Add to Category
• Delete Contact

Some actions only appear when relevant to the selected enquiries. Additional options may also be available from the overflow (...) menu.

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Review and add enquiries

You can review enquiry and contact details before adding them to your database.

• Click Review beside the enquiry

• Review and update the contact details if required
• Edit information:
  • Contact details
  • Categories
  • Marketing contacts 
  • Access settings
• Tick or untick Buyer Requirement

• Click Create Enquiry

The system displays a success message and allows you to continue processing enquiries or open the newly created contact record.

Automatically apply buy/rent requirements

• When adding an enquiry:
  • If the Create Buyer Requirement is ticked, the system links the requirement to the property the person enquired about
• System-generated contact notes:
  • When an enquiry is added, Vault automatically creates a note on the contact card with details such as the enquiry date, source, and message
    
• Owner Feedback integration:
  • Enquiries added through this area will appear in the Owner Feedback report under the relevant enquiry section

Access enquiry automations

The Enquiry/Holding Area includes an Automations button in the top-right corner of the page.

This provides quick access to the Automation and Action Trigger Manager.

Where automation rules exist, the button displays the number of active automation rules.

Manage duplicate contacts

When you add an enquiry, the system automatically checks for existing contacts and identifies potential matches.

If a possible duplicate is found, the system displays the matching contact and highlights why it may be a match, such as a matching phone number or email address.

By default, the suggested match is selected for you, allowing you to quickly associate the enquiry with the existing contact.

You can:

• Select the suggested contact and add the enquiry to the existing record
• Click Preview to review the contact before continuing
• Select Create new contact if the enquiry belongs to a different person

• Review the contact details and enquiry information.
• Choose the appropriate contact option.
• Click Create Contact & Enquiry

This will show a success message and let you continue adding your remaining enquiries or go straight to the contact card of the new enquiry.

Configure Enquiry/Holding Area settings

Deactivate the Enquiry/Holding Area

You can deactivate the Enquiry/Holding area for sales and rental enquiries.

• Go to: Settings > Automation > Office Automation

• Select the Sales or Lease tab > Tick the Enable box to disable the Enquiry/Holding area
  
• Click Save Settings

Add the Enquiry/Holding Area widget to your dashboard

Add the widget to your dashboard for quick and easy access.

• Go to: Dashboard
• Click Configure
• Under CRM: General > Tick Enquiries/Holding Area widget
• Click Save/Update