elron club hub

Intake Conversion Review

live workspace

This screen formalizes the first human decision point: close, route, or convert the inbound item into a commercial inquiry.

Intake item cmmkugumc005hs601a96ousvc

Conversion Checklist

NEWEMAIL

Zahlungserinnerung Lehner Versand AG

Kundennr. 5081036 Sehr geehrte Damen und Herren In der Beilage erhalten Sie unsere Zahlungserinnerung im PDF-Format. Im Weiteren finden Sie auch Kopien der dazugehörigen Rechnungen. Bei Fragen wenden Sie sich bitte direkt an buchhaltung@lehner-versand.ch. Freundliche Grüsse Lehner Versand AG Buchhaltung LEHNER VERSAND AG Postfach CH-6210 Sursee Switzerland 0848 840 600 (deutsch) 0848 840 601 (français) 0848 840 602 (italiano)

buchhaltung@lehner-versand.ch

To become an inquiry

  • Message is clearly about finding an apartment.
  • Name, email, and phone number are present.
  • Details are verified enough to proceed toward a viewing.

To become a request later

  • Unit is selected.
  • Move-in date is present.
  • Price and maintenance context are clear.
  • All adults are identified.
  • Children and pets are declared.
  • Passport copy and residency permit are uploaded where applicable.

Route without inquiry

Use this when the message should be labeled `Support` or `Unrelated`. Tenant issues with a matched unit move straight into the support queue.

Convert to inquiry

Use this when the inbound message is a real apartment inquiry and should move directly into the commercial workflow.

Close intake item

Use this only if the topic is resolved here and should disappear from active intake work.