> ## Documentation Index
> Fetch the complete documentation index at: https://docs.z360.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Add an Inquiry in Z360

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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.

### **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.

### **Create an Inquiry from a Contact**

You can also create a lead from an existing contact when the person is already in your contact list.

1. Open the contact record.
2. Choose the option to create or add an inquiry.
3. Select the pipeline.
4. Complete any required pipeline fields.
5. Save the inquiry.

Creating the inquiry from the contact keeps the lead tied to the existing customer profile and avoids duplicate contact records.

### **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.

### **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.

### **Import Leads in Bulk**

Use lead import when you need to add multiple inquiries from a list instead of creating them one by one.

1. Open the inquiries import option when available.
2. Choose the target pipeline.
3. Upload or paste the lead data.
4. Review the import summary.
5. Fix any missing required fields or invalid rows.
6. Complete the import.

After import, review the new inquiries in the selected pipeline and confirm stages, sources, assignees, and contact methods are correct.

### **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.

### **Tips**

* **Choose the Right Pipeline**: Always select the correct pipeline to keep inquiries organized and aligned with your workflow.
* **Use Existing Contacts**: Create leads from contacts when possible to avoid duplicate people records.
* **Validate Imports**: Review import summaries before relying on bulk-created leads.
* **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.