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FAQ
Equipment Feature – Quick Guide
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How to use Enquiry Followups

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


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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


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Who should use this

  • Receptionists and sales managers — daily

  • Owners — to check if leads are going cold


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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


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Related


How to follow up and edit enquiries

How to convert an enquiry to a member


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