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Unassigned Contacts from Enquiries

Contacts coming into Zenu not assigned to a user

Updated over a year ago

When an enquiry comes into Zenu, it will be assigned based on your office preferences however the contact itself will be unassigned. Each user will need to manually click on "Add to my Contacts" to add them to their database.

The reason the contacts come in unassigned is so that each user knows exactly who they are adding to their database. Sometimes enquiries are spam or not worth adding.

The best procedure to follow is: each Agent should Follow Up their own enquiries by processing a Follow Up on the Enquiries page and clicking Add to My Contacts.

They can then enter in any notes, create a task or appointment if necessary, send listings etc and save the Follow Up.

If they do not wish to add the contact to their database, they can mark the enquiry as complete without processing a Follow Up.

Further to the above, Realestate.com.au have also updated their Partner Platform terms from 2nd July:

Lead data sent to customers may only be used for the purpose of contacting that individual about their property enquiry, or a related secondary purpose that would be reasonably expected by the individual.
Lead data may not be scraped from an email enquiry and used for any other purposes. This reflects the permissions given by the consumer at the point of enquiry.

This means that each agent must contact the contact that has enquiried and confirm that they would like to be added to their database and have permission to be sent general marketing going forward.

There is functionality to re-assign all Unassigned contacts to a single user using the Re-Assign tool in Settings.
Please note that if you do process this, you are taking full responsibility that you comply with the Spam Act and have consent from all contacts to send bulk marketing communication.

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