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 cmmkugv6w0092s601kvs2e22e

Conversion Checklist

NEW • EMAIL

Alphaplan AG (Region Mitte) - Rechnung 738775, Neufeldstrasse 11-14, Oberglatt

Sehr geehrte Damen und Herren Beiliegend/Im Anhang finden Sie die Rechnung 738775 Datum: 09.03.2026 Freundliche Grüsse Alphaplan AG (Region Mitte)

backoffice@alphaplan.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.

Continue to inquiriesBack to inbox