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Enquiries
Add new enquiryOpenWaiting listClosed (Won)Closed (Lost)
Find an enquiry FilterColumns Export
ContactService user(s)Date createdLocationStageTime in stage
ViewMargaret StevensDorothy StevensJust nowValley View · BathPending0 days···
ViewPaula SharkeySamantha Sharkey20/01/25 8:54 amValley View · BathAssessment booked0 days···
ViewJohn DukesJoan Dukes20/01/25 8:54 amValley View · LondonAssessment booked0 days···
ViewFrances MastrangeloBeatrice Mastrangelo20/01/25 8:54 amValley View · ManchesterResidency booked3 days···
ViewRhonda Phillips–20/01/25 8:54 amValley View · SouthamptonContact successful14 days···
ViewRodger StruckRuth Struck20/01/25 8:54 amValley View · PortsmouthVisit booked2 days···
ViewMary FreundBertie Bann20/01/25 8:54 amValley View · ManchesterVisit booked1 day···
Incoming call · 21:40
0161 496 0142
Tracking number · Google Ads
Eliza: “Good evening, Valley View. How can I help?”
New enquiry createdjust now
Margaret Stevens
Dementia care · moving within 2 weeks
ResidentialVia call
AI summary written12s
From 1 call. Needs dementia care within two weeks, family keen to visit.
WarmVisit likely
Eliza · Live chatWebsite chat
Can I bring Mum to see Valley View on Thursday?
Yes, Thursday at 2pm is free. I’ll book it and email our brochure.
Text to Margaret Sent
Hi Margaret, you’re booked in to see Valley View on Thursday at 2pm. We’ll text a reminder the day before.
Booking createdfrom enquiry
Dorothy Stevens · Permanent
Room 02 · Brookfield Court · Mon 8 Sep
Move-in confirmedjust now
Room 02 · Brookfield Court
Dorothy Stevens · Permanent
Occupancy88%→92%
Funder agreed
£800.00 a week
Wiltshire Council · BACS
Invoice sent · INV-4821Sent today
£800.00
Wiltshire Council
Biggest drop-offthis month
Contact successful → Visit booked
41% don’t book a visit. Eliza now offers a slot on the first call.
Weekly report sentMonday 9am
Karen + 3 homes
96%occupancy1.5 hrsto contact£4.8kinvoiced
EnquiriesMargaret StevensRoomsBooking #93729Reports
OpenWaiting listClosed (Won)Closed (Lost)
TimelineDetailsAttributionTasks
BookingsRoomsFunders
TimelineDetailsContactsFunding
Funnel insightsEvent pipelineEnquiry map
Margaret StevensJust now
Dorothy Stevens · Valley View · Bath
Pending
Paula Sharkey0 days
Samantha Sharkey · Valley View · Bath
Assessment booked
John Dukes0 days
Joan Dukes · Valley View · London
Assessment booked
Frances Mastrangelo3 days
Beatrice Mastrangelo · Valley View · Manchester
Residency booked
Rhonda Phillips14 days
Valley View · Southampton
Contact successful
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Conversation log
Last 30 days DateTypeLocationDurationCategoryEnquiry
Today, 21:40Piper’s Lodge0:42EnquiryENQ-10521
Today, 20:15Bermondsey2:40EnquiryENQ-10520
30 Oct, 18:07Atherton0:17EnquiryENQ-10462
24 Oct, 17:06Piper’s Lodge5:36EnquiryENQ-10455
Enquiry created by Eliza from every call and chat, with the summary and recording attached.
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