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How to Convert an Inquiry

Updated over 2 months ago

The Convert feature lets you turn an inquiry or requirement into a company, contact, and deal with just a few clicks — no need to re-enter the same info. It’s a great way to move a potential client or lead into your pipeline efficiently.

For example:

  • A property owner you’ve been nurturing who’s now ready to sell can be converted into a full contact and added to your pipeline as a new deal.

  • A listing inquiry from a buyer or tenant can be converted into a full contact and linked to an existing Seller Rep or Landlord Rep deal as the lead progresses toward a potential transaction.

What Happens During Conversion?

You’ll go through a short 3-step process:

  1. Link or create a company

  2. Link or create a contact

  3. Link or create a deal (optional)

At each step, Rethink fills in information from the original inquiry to save you time.

How to Convert an Inquiry

Here are written instructions, but feel free to skip ahead to the video below!

  1. Open an Inquiry or Requirement record

  2. Click the Convert button (top-right)

  3. Choose an existing Company, or create a new one, then click Next

  4. Choose an existing Contact, or create a new one, then click Next

    • If you select an existing contact, their company will be updated to match the company you selected in Step 1

    • If you create a new contact, the following fields will carry over:

Inquiry field

Contact field

Contact - First Name

First Name

Contact - Last Name

Last Name

Company Name

Company Name = the company selected or created in the previous step

Email

Email

Phone

Phone

Cell Phone

Mobile

5. Choose an existing Deal, create a new one, or skip this step, then click Convert

  • If you link to an existing deal, Rethink will update its contact and company fields based on the deal type.

  • If you create a new deal, the following fields will carry over:

Inquiry field

Deal field

Property

Deal Name = “deal type - property”

  • E.g.: “Seller Rep - 123 Main St”

If property is empty, deal name defaults to “deal type - record ID”.

  • E.g.: “Seller Rep - 00QfK000000E4uzUAC”

Property

Property

Record Owner

Lead Broker

Deal Status = Active

Deal Stage = Prospect

Client Contact = contact selected in the previous step

Client Company = company selected in the previous step

For Admins: How to Enable the “Convert” Functionality

To enable the Convert feature on Inquiries/Requirements:

  1. Go to Setup > Object Manager

  2. Find and click on Inquiry/Requirement

  3. Select Page Layouts

  4. Choose the layout you want to edit

  5. In the Mobile and Lightning Experience Actions area, find the “Convert” button, then drag it onto the Salesforce Mobile and Lightning Experience Actions section where the other buttons are.

  6. Verify that all the fields circled below are on the layout as well. If they aren't, go to the Fields area and drag and drop them onto the layout.

  7. Click Save

Coming Summer 2025

  • The original inquiry will be automatically linked to the contact and deal for better tracking.

  • The inquiry’s status will update to converted once it’s been successfully turned into a contact and/or deal.

  • The “Choose Existing XXXX” lookup fields will autofill if the inquiry is already linked to an existing company, contact, or deal.

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