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.

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Conversion Checklist

NEWEMAIL

Hofackerstrasse 16 Muttenz

Sehr geehrte Frau Rieder Wir sollen das Plakat auf dem Balkon der Wohnung 206 im Haus 16 in der Hofackerstrasse 16 entfernen und müssten Zugang zu der Wohnung haben. Könnten Sie mir bitte Bescheid geben wann ich das machen könnte. Freundliche Grüsse Holger Frick Objektverantwortlicher Meyer Reinigung GmbH Gewerbestrasse 3 4147 Aesch Mob. +41 79 677 96 55

holger.frick@meyerreinigung.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.