Summary: The General Inquiry From Email is an opportunity to consolidate communications in one system, and channel those messages to the right individual or team.
- Email is sent to General Inquiry email - Info@yourmgmtco.com - That will automatically create a General Inquiry action item.
- If the senders email address is from a Homeowner that Vantaca has on file and its unique to the property, Vantaca will automatically pair the question to the Homeowners Account. (If email from Homeowner who has the same email on multiple properties, Vantaca will not assume which property the question is in reference to. It will need to be edited and paired with the right property)
- If the email is not recognized, it will be moved to an Orphan Email step where Customer Support will need Edit the action item, search the system for the right owner, and then select the correct property.
- Customer Support can reply which will close the action item and email the Homeowner.
- If stepped to Send to Manager or Send to Accounting, that person can see the history of the message and reply to the owner to complete the request.
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