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Property enquiry spreadsheet: rental lead tracking example

For a property agent, a useful enquiry row needs more than a name and phone number. Location, property type, budget period and move-in timing determine which properties are worth discussing. Keep those details together before scheduling a viewing.

A rental enquiry, unpacked

“Hi, I’m Alex. I need a two-bedroom rental in Manchester for up to £1,400 per month. Please email alex@example.com.”

Use the rental enquiry template

Download the property enquiry CSV

The file contains the fictional example above. Open it in your spreadsheet and replace the sample row with real enquiries that your business is authorized to handle. Keep the amount, currency and payment period in separate columns. A monthly rental budget cannot be compared directly with a property purchase budget.

Review before shortlisting

1. Read the original request and confirm whether the person wants to rent or buy.
2. Record the stated area and number of bedrooms without narrowing the search to a neighbourhood they did not name.
3. Keep phrases such as “up to” alongside the budget source. They change how you interpret an amount.
4. Ask for missing move-in timing and viewing availability. Leave these fields blank until the customer answers.
5. Add an owner, status and follow-up date in your working sheet so another agent can see what happened.

Handle repeated enquiries carefully

A customer may enquire about several properties, so matching email addresses do not automatically mean duplicate leads. Review the requested property and message before merging records. The IntakeRows preview flags exact repeated message text; it does not decide whether two different requests represent the same opportunity.

Where IntakeRows fits

The property workspace example demonstrates a prepared structured row, a missing date and a next action. It is designed to make information review easier before you move rows into a spreadsheet. The preview does not connect to listing portals, automatically arrange viewings or match customers to properties.

If your enquiries arrive as email paragraphs, follow the email-to-spreadsheet guide to prepare the message text. If they already have clean fields, use the template directly. Keep access to the resulting customer spreadsheet limited to the people who need it for their work.