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5. Create deals from portal requests

You can configure prospect pipelines for the automatic creation of deals from portal requests .

Configuration of automatic deal creation

Automation makes it possible to create portal requests that are processed via the Enquiry Manager directly as deals in a pipeline. This function is only available for prospect pipelines.

Step-by-step setup

  • Activation: The option “Activate automation for this pipeline” must be activated in the pipeline configuration (“Portal requests” tab).
  • Restriction according to criteria: To distribute deals specifically to different pipelines, you can filter the creation according to the following characteristics.
    • Mailboxes: Either select all mailboxes assigned to the pipeline owner/creator with an active enquiry manager or make an individual selection.
    • Portals: The creation can be limited to specific portals that are active in the enquiry manager.
    • Marketing types: Specify the property marketing types (e.g. purchase or rental) for which deals are to be created in this pipeline.
    • Contact type: Restrict the creation to certain contact types of the requesting contact [not yet available].
Deal aus Portalanfragen konfigurieren

Avoidance of configuration conflicts

The system automatically checks for overlaps with other pipelines during setup.

  • Warning: If a combination of portals, mailboxes and other criteria is already active in another pipeline, a warning is issued.
  • Memory lock: If there is a partial or complete overlap, the configuration cannot be completed in order to avoid duplicate deal creations.
Deals - Portalanfragen - Warnung bei Überschneidungen

Deal creation process

As soon as the enquiry manager has successfully assigned a portal request to a contact, the deal creation process is triggered.

  • Time – Maximum one minute after processing in the enquiry manager.
  • Phase – New deals are always created in the first phase of the pipeline.
  • Uniqueness – A deal is only created if there is not yet an open deal for the combination of prospect and property.
  • Responsibility  – The user who is assigned to the receiving mailbox in the enquiry manager is entered as the person responsible

Origin information in the deal

Each automatically created deal receives information about its creation:

  • System origin: Is automatically assigned “Enquiry manager”.
  • Origin (portal): Contains the name of the portal from which the request originated.

These fields can be viewed in the deal detail card .

Deals - Details
Deals