The decision to make first
A team may receive identical-looking inquiries from listings, chat, phone and campaigns without knowing which public entry point generated the contact. Attach a stable source and channel label at capture time, separate from personal details and the content of the property request.
What the handoff should contain
Keep source domain, channel, property-page context, received time and approved campaign identifiers in defined fields.
Suggested wording to approve
Example wording: “The team will receive the inquiry with its website or channel source. That information helps the office understand the request without changing the confirmation process.”
Test the difficult case
Submit a fictional inquiry through each approved entry point and confirm the correct source in the receiving record without leaking form values to analytics. Do not let a visitor-controlled source field select an arbitrary business account or put personal contact details into marketing analytics identifiers.
Worked example
Fictional example: A prospect enters through a property page and later uses a general team phone line. The records should retain their actual channel origins while staff review any relationship between them. A visitor-edited hidden field must not move the inquiry into another business account or replace the trusted source label assigned by the server.
Review it in operation
Review unknown source values and repair attribution at the capture point rather than inferring it later from the inquiry’s wording.
Check before you launch
- Attach a stable source and channel label at capture time, separate from personal details and the content of the property request.
- Keep source domain, channel, property-page context, received time and approved campaign identifiers in defined fields.
- Submit a fictional inquiry through each approved entry point and confirm the correct source in the receiving record without leaking form values to analytics.
- Review unknown source values and repair attribution at the capture point rather than inferring it later from the inquiry’s wording.
Real estate team call-capacity calculator ↗
Try Ava with your business’s public information ↗