- 1
Open Inquiries
Go to CRM → Inquiries (/crm/inquiries), then click 'Add Inquiry'.
Tips- Capture inquiries as soon as they come in so nothing is lost
- 2
Enter inquiry details
Record who inquired and what they need.
What to enter
Field Type Description Example Name* text Name of the person inquiring Anita Sharma Phone* tel Contact number 9876543210 Source select Where the inquiry came from Website / Referral / Walk-in Requirement textarea What the prospect is looking for — - 3
Save & convert
Save the inquiry. Qualified inquiries can be converted into a Lead for follow-up.
Tips- Convert to a Lead to start structured follow-up