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Overview

Inquiries in Z360 help you capture and manage interest from potential customers or clients. This guide walks you through manually adding an inquiry, entering contact details, and responding to the inquiry directly from the Inbox. By the end of this tutorial, you’ll be able to create and manage inquiries efficiently.

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Add a New Inquiry Manually

  • Open Add Inquiry Section
    From your Z360 dashboard, click Add Inquiry to begin creating a new inquiry.
  • Initiate New Inquiry
    Select the appropriate Pipeline, then click Add New to start entering a new inquiry record.

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Enter Contact Details

  • First Name
    Enter the contact’s first name to identify the person submitting the inquiry.
  • Last Name
    Enter the contact’s last name to complete their name details.
  • Email Address
    Provide the contact’s email address to ensure proper communication.
  • Phone Number
    Enter the contact’s phone number, including the area code, if available.

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Submit the Inquiry

  • Submit Inquiry Form
    Once all required details are entered, click Submit to save the inquiry. The inquiry is now created and added to your system.

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View and Respond to the Inquiry

  • Navigate to Inbox
    Go to the Inbox to view newly created and existing inquiries.
  • Open Specific Inquiry
    Click the inquiry you just created to review its details.
  • Respond to the Inquiry
    Use the inbox response field to compose a message acknowledging or addressing the inquiry.
  • Send Response
    Click Send to deliver your response to the contact.

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Tips

  • Choose the Right Pipeline: Always select the correct pipeline to keep inquiries organized and aligned with your workflow.
  • Complete Contact Details: Adding both email and phone number makes follow-ups easier.
  • Respond Quickly: Responding to inquiries directly from the Inbox helps improve engagement and response time.
  • Track Conversations: All inquiry-related responses remain linked, making it easy to review history later.
  • Use Inquiries for Sales Tracking: Treat inquiries as the first step in your sales or engagement pipeline for better follow-up management.