The workflow, explained
One agency.
Three connected perspectives.
See how the public website, agency administrator and agent desk share the same property and enquiry workflow.
Who does what.
Follow the arrows. Open a screen to try that part.
Customer
Find a property
Public pages connect a visitor with the agency’s property and agent information.
- 01
Browse the inventory
Search the agency’s published property listings and inspect a property’s details.
- 02
Meet the team
Explore the agency’s agent directory and individual agent pages.
- 03
Make an enquiry
An enquiry form on a property or agent page creates a lead in this fictional workspace.
Customer enquiry → a lead with an assigned agent, status and follow-up history.
Agency administrator
Coordinate the agency
Manage the shared inventory and the people responsible for enquiries.
- 01
Maintain the listings
Create or edit property details, check readiness and manage publication.
- 02
Manage the agents
Review agent profiles, status, coverage and access to the platform.
- 03
Review and assign leads
See incoming enquiries, assign an agent, and review status and notes.
Assigned enquiry → appears in the responsible agent’s desk within the same demo session.
Property agent
Follow up and record
The agent sees their own work rather than the entire agency’s admin area.
- 01
Open assigned enquiries
Review the enquiries assigned to the seeded sample agent, Aisyah.
- 02
Update the follow-up
Record contact and progress on an enquiry. External contact launches are disabled in the demo.
- 03
Keep the context
Add notes to an assigned lead so the agency can see the follow-up history.
Explore it from each perspective.
Use the top bar to switch between customer, agency admin and agent desk. Switching roles keeps the same private sample data; Reset starts it over.