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Overview

Inquiry pipelines in Z360 help you organize, track, and manage incoming inquiries through defined stages. This guide walks you through creating and configuring an inquiry pipeline, including stages, sources, form fields, communication settings, and form customization—so you can manage prospects effectively from start to finish.

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Access Inquiry Settings

  • Access Inquiries Settings
    Go to Settings and click Inquiries to open inquiry management settings.
  • Inquiry Page
    This page displays all existing pipelines and configuration options.

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Create a New Pipeline

  • Start New Pipeline Creation
    Click Add New to begin creating a new inquiry pipeline.
  • Pipeline Name
    Enter a pipeline name to identify the inquiry process.
  • Pipeline Description
    Add a description to explain the purpose of the pipeline.

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Configure Pipeline Stages and Sources

  • Pipeline Stages
    Add stages to represent inquiry progress.
    You can:
  • Enter stage names
  • Assign colors
  • Add multiple stages as needed
  • Inquiry Sources
    Define where inquiries come from by adding sources.
    Each source can include:
  • A source name
  • A source icon
This helps track how prospects enter your system.
  • Save and Continue
    Click Save and Continue to store your progress.

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Configure Inquiry Form Fields

  • Required Fields
    The inquiry form includes four required fields by default.
  • Add More Fields
    You can add additional field types such as:
  • Text
  • Time
  • Signature
  • Other custom fields
This allows you to capture the exact information you need from prospects.
  • Preview Pipeline Setup
    Click Preview to review the form and pipeline configuration.
  • Save and Continue
    Close the preview and click Save and Continue to proceed.

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Configure Communication and AI Outreach

  • Communication Channels
    Choose how prospects will be contacted after submitting an inquiry.
    You can configure:
  • Phone (coming soon)
  • Email
  • SMS
  • Select Phone Number or Email
    Choose the preferred channel for outreach.
  • Enable or Disable AI Outreach
    Toggle AI outreach on or off for the pipeline.
  • Build AI Ability
    Build an AI ability workflow, which defines how AI interacts with prospects coming through this pipeline.
  • Save and Continue
    Click Save and Continue to store communication settings.

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Customize Inquiry Form Branding

  • Form Branding
    Customize how your inquiry form looks by configuring:
  • Header text
  • Submit button text
  • Brand colors
  • Save and Continue
    Proceed to the next step after branding is configured.

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Additional Pipeline Settings

  • Default Settings
    Configure:
  • Default pipeline stage
  • Default inquiry source
  • Default assignees
  • Consent Checkbox
    Enable or disable the consent checkbox.
    When enabled, users must check it before submitting the form.
  • Dropped Lead Behavior
    Choose what happens if a dropped lead responds again:
  • Move back to active
  • Keep dropped
  • Thank You Message or Redirect
    Select whether to:
  • Show a thank-you message
  • Redirect users to another webpage
  • Save and Continue
    Save your additional settings before proceeding.

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Publish the Pipeline

  • Confirmation Settings
    View:
  • Direct inquiry form link
  • Embed (iFrame) code
You can share the direct link with customers or embed the form on your website.
  • Save Pipeline
    Click Save Pipeline to activate the inquiry pipeline.

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Tips

  • Design Clear Stages: Use stages that reflect your actual inquiry workflow.
  • Track Sources: Sources help identify which channels bring the best leads.
  • Use AI Outreach Thoughtfully: Configure AI abilities to match your engagement strategy.
  • Customize Forms: Ask only for essential information to improve form completion rates.
  • Embed Forms Strategically: Place inquiry forms on high-intent pages to capture better leads.