Enquiry Followups shows leads that need attention based on their next follow-up date.

1. Go to Enquiry → Enquiry Followups

2. Review today’s and overdue follow-ups

3. Open the enquiry, call or message the lead

4. Add a note and set the next follow-up date, or convert / close

• Receptionists and sales managers — daily

• Owners — to check if leads are going cold

• If the list is empty, either you have no open leads or follow-up dates were never set — edit enquiries and add dates

• Combine with View Enquiries filters and Sales Manager assignment for clear ownership

How to follow up and edit enquiries

How to convert an enquiry to a member