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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.

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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
  • Sort inquiries
  • Apply filters
  • 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
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.
  • 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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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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Tips

  • Use Filters Regularly: Filters help you quickly focus on the most relevant inquiries.
  • Kanban for Visibility: Kanban view is ideal for tracking inquiry progress across stages.
  • 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.