You will learn about:

1. SD Registration Form

1.1. Buyer Registration Details

1.2. Source Registration Details

2. SD Form Details In Lead Card (on Dashboard)

3. Accessing/Editing Lead Details In SD Registration Form

4. Registering New Site Visits

1. SD Registration Form

You can access the Site Visit Digitalization Form from registration.anarock.com. All the questions in the SD Form are fully customizable from the Mandates Setting.

 

The site registrar has the option to add the details of the customer by clicking on ‘Customer Self Check-In’ or ‘Channel Partner Visit’.


The registration form includes: Buyer Registration Details & Source Registration Details

 

1.1. Buyer Registration Details

1.1.1. Client Basic Details

  • Mobile number

  • Salutation

  • Name

  • Companion category

  • Email

1.1.2. Client’s Purchase Interest

  • Budget

  • Stay duration

  • Interested property type

  • Preferred property size & floor

  • Possession time

  • Purpose of Purchase

  • Mode of Payment

  • Expected Timeline to Buy

  • Vastu Preferences

  • Monthly rental preference


1.1.3. Current Occupied Property Details

  • Residence name

  • Area Pincode

  • Residence type

  • Residence type/size


1.1.4. Client’s Personal Details

  • Property purchase history

  • Gender

  • Age

  • NRI status


1.1.5. Client’s Professional Details

  • Occupation

  • Designation

  • Annual income

  • Industry office locality



1.1.6. Visit Details

Type of a sample flat that the client visited




1.2. Source Registration Details

1.2.1. Lead Source Category

  • Online

  • Offline

  • Referral

  • Channel Partner

  • Others


Note:

  • When selecting ‘Referral’, it is mandatory to add the following details:

    • Referrer’s Name

    • Referrer’s Phone Number

  • When selecting ‘Channel Partner’, it is mandatory to add the following details:

    • CP Source

    • CP Name

    • CP Phone Number

    • CP Firm Name

    • Rera ID

    • Whether CP accompanied the lead or not


2. SD Form Details In Lead Card

Details added in the SD Form automatically get updated to the lead card present in the dashboard. This gives everyone centralized access to all the lead information.


3. Accessing or Editing Lead Details In SD Registration Form

I. Login to registration.anarock.com.

 

II. Click on the “Customer Self Check-In”.


III. Select the lead whose registration form you want to access or edit.

Alternatively, you can also filter lead listings by selecting a date range or event status at the top.


 

IV. Scroll down to the ‘Lead Details’ section & click on ‘Edit Info’ from the pop-up.


V. The ‘Registration Form’ will appear having all the details mentioned in the above section.

 

VI. Click on the checkboxes from various sections of the form according to the lead to update or edit the form.


VII. After updating the details, click on the ‘Done’ button to update the changes.


VIII. The changes made will reflect on the lead card in the Dashboard.


4. Registering a new site visit

 

I. Login to registration.anarock.com.

 

II. Click on the “Customer Self Check-In”.

III. Enter the mobile number & click on the ‘Register New Visit’ button. If the mobile number is unavailable then you can directly click on the ‘Register without mobile number’ button.

 

IV. The ‘Registration Form’ will appear having all the details.

 

V. Click on the checkboxes from various sections of the form according to the lead to update the requirement details. After adding all the details, click on the ‘Next’ button.

 

VI. Update the source registration details & click on the ‘Done’ button.


For any support on our products, please reach out to support@anarock.com


For any feedback, please reach out to tech-feedback@anarock.com