How to use Enquiry Followups
Enquiry Followups shows leads that need attention based on their next follow-up date.
#
Steps
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
#
Who should use this
Receptionists and sales managers — daily
Owners — to check if leads are going cold
#
Tips
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
#
Related
How to follow up and edit enquiries
How to convert an enquiry to a member