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Overview

Managing inquiries in Z360 helps you stay organized and move leads through your workflow efficiently. This guide walks you through viewing, editing, searching, filtering, sorting, archiving, and deleting inquiries so you can manage them effectively across pipelines and stages. Leads now use an Inbox-style workspace with a views sidebar, saved filters, and layout choices. Use Table, List, or Kanban depending on whether you need dense review, grouped scanning, or pipeline movement.

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Access and View Inquiries

Access List View Options
Open the Inquiries section to access the inquiry toolbar. From here, you can:
  • Switch pipelines
  • Switch between Table, List, and Kanban
  • Show or hide table columns
  • Sort inquiries
  • Apply filters
  • Open built-in and saved views
  • Bulk select inquiries
  • Search inquiries
This toolbar gives you full control over how inquiries are displayed and managed.

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Edit an Inquiry

  • Open Inquiry Edit Mode
    Click Edit on an inquiry to modify its details.
  • Save Inquiry Changes
    After making updates, click Save Changes to apply and store the edits.

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Filter Inquiries

  • Open Filter Menu
    Click Filter to open the available filtering options.
  • Show All Filter Options
    Click Show all to view every available filter.
  • Customize Filters
    You can filter inquiries based on:
    • Assignee
    • Stage
    • Source
    • Archive status
    • Date range
    • Pipeline
    • Inquiry status
    • Form field values when available
This helps you narrow down inquiries for more accurate results.
  • Apply Selected Filters
    Click Apply Filters to update the inquiry list based on your selections.

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Work with Pipelines and Views

  • Select Pipeline
    Choose a specific pipeline to view inquiries related to that workflow.
  • Use Table View
    Use Table for dense lead review, sorting, bulk selection, and column visibility controls.
  • Use List View
    Use List when you want a grouped, compact view of leads with key details.
  • Switch to Kanban View
    Click Kanban View to display inquiries in a Kanban board layout, making it easier to track movement between stages.
  • View All Pipelines
    Use All Pipelines to see inquiries across every pipeline in one view.

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Save Lead Views

If you often return to the same filtered lead list, save it as a view.
  1. Open Filter.
  2. Choose the pipeline, stage, assignee, source, date, status, or form-field filters you need.
  3. Apply the filters.
  4. Use the save view option in the filter panel.
  5. Name the view so teammates understand when to use it.
Saved views appear in the views sidebar alongside built-in shortcuts such as All Leads.

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Bulk Actions on Inquiries

  • Select All Inquiries
    Use Select All from the bulk selection options to choose all visible inquiries.
  • Delete Selected Inquiries
    Click Delete to remove selected inquiries from the system.
  • Confirm Deletion
    Click Proceed to confirm and complete the deletion. This action is irreversible.
  • Clear All Selections
    Use Clear Selection to deselect all currently selected inquiries.

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Search Inquiries

  • Access Search Field
    Activate the search input to find specific inquiries.
  • Enter Search Term
    Search using keywords related to the inquiry to quickly locate the required record.

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Additional Inquiry Options

  • Access Additional Options
    Use the additional options menu to manage inquiry status, including:
  • Archive inquiry
  • Mark as secured
  • Mark as declined
  • Mark as dropped
These options help you maintain accurate inquiry stages and outcomes.

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Review Lead Automation Details

When a lead includes automation or flow details, those sections can start collapsed so the most important lead information stays easy to scan first. Expand the automation details when you need to review the AI follow-up path, pipeline flow, or related workflow history.

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Reactivate an Outcome Lead

Secured, declined, dropped, or idle leads can be reactivated when the customer needs to continue through an active sales or service workflow again. Use reactivation when:
  • A previously secured customer asks for a new quote or follow-up.
  • A sale was marked secured too early and needs more work.
  • A declined or dropped lead comes back and should be worked again.
  • The same conversation needs an active lead again.
Before reactivating, check whether the conversation already has another active lead. Z360 prevents duplicate active leads in the same conversation so reporting and follow-up stay clean.

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Resume AI Follow-Up After Re-Enabling a Pipeline

When a pipeline has been disabled or paused, re-enabling it may require assigning an agent back to existing inquiries before automated follow-up can resume. Review the affected inquiries and choose whether Z should be assigned again. This helps prevent leads from staying active without an AI or human owner. You can assign leads to AI Z when the pipeline should continue automated follow-up. Review the assignee after saving so the lead is owned by the intended human teammate or AI agent.

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Use Archive Instead of Delete

Use archive when an inquiry should leave the active view but still be retained for history and reporting. Use delete only when the record should be permanently removed.

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Tips

  • Use Filters Regularly: Filters help you quickly focus on the most relevant inquiries.
  • Filter by Form Values: Use form field filters when you need to find leads based on intake answers.
  • Kanban for Visibility: Kanban view is ideal for tracking inquiry progress across stages.
  • Use Table for Operations: Table view works best when you need columns, bulk actions, and quick comparison across many leads.
  • Save Common Views: Save lead queues your team checks every day, such as new leads, unassigned leads, or leads from a specific campaign.
  • Use Dashboards for Strategy: Review conversion rate, status distribution, source performance, and channel outcomes before changing the workflow.
  • Review AI Assignment: Confirm AI Z is assigned when automated lead follow-up should continue.
  • Expand Flow Details When Needed: Lead automation details may start collapsed so you can scan the main lead record first.
  • Reactivate Carefully: Reactivate outcome leads only when the conversation needs active follow-up again, and check for another active lead first.
  • Bulk Actions Save Time: Use bulk select when managing or cleaning up multiple inquiries.
  • Archive Instead of Delete: Archive inquiries when you want to retain history without cluttering active views.