Once you've set up enquiries to feed into Rex Leads, you can enable 'Auto Parsing'. This allows Rex to attempt to match a received Leads enquiry to a contact who already exists in your Rex Account. If the contact doesn't exist already in your database, a new Contact Record will be automatically created for you. This feature will also try to attach the enquiry to an appropriate listing (if there is sufficient information to do so).
If you have Trusted Emails already set up, and you wish to turn on this feature, it's easy to do so:
- Get an admin user to go to Settings > Advanced Settings > Leads
- Hover over your list of System Trusted Emails and click on the dropdown button
- Choose Edit
- At the bottom under Attempt to Parse Automatically, choose Yes
- Click Done