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WebProp
CRM & Clients3 min read

Managing the Inquiry Inbox and Property Messages

Triage incoming website and portal inquiries, mark messages as important or responded, and archive resolved threads.

Triaging Client Messages in the Portal Inbox

Open Company > Messages (`/companies/:company_id/messages`) to see all inquiries submitted through your public website forms, WhatsApp click tracking, and inbound portal emails.

  • Toggle message status between Read (`mark_as_read`), Unread (`mark_as_unread`), and Responded (`mark_as_responded`).
  • Flag priority inquiries as Important (`mark_as_important`) for immediate agent follow-up.
  • Archive completed conversations (`archive`) to keep your inbox focused.

Automatic Linking to Properties and CRM Contacts

Each message automatically links to the inquired property and creates or updates the corresponding CRM client record so your team has full context before replying.

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