Skip to main content

​
Adding an Inquiry

1. What is an Inquiry in Z360 used for?
Inquiries help you capture interest from potential customers/clients and manage them through a structured workflow (pipeline + stages), similar to a lead intake process. 2. Can I add an inquiry manually?
Yes. You can manually create an inquiry by selecting a pipeline and filling in contact details (first name, last name, email, phone). 3. Do I need to pick a pipeline when creating an inquiry?
Yes. Every inquiry belongs to a pipeline, which determines:
  • stages used to track progress
  • forms and fields
  • automation and outreach behavior (AI or manual)
4. Can I respond to an inquiry directly from Inbox?
Yes. After creating the inquiry, go to Inbox, open the inquiry thread, and reply from the message box. Responses stay linked to the inquiry.

​
Managing Inquiries (View, Edit, Filter, Sort, Search, Archive, Delete)

5. What views are available for Inquiries?
You can manage inquiries in:
  • List view (best for scanning details)
  • Kanban view (best for pipeline stage movement and progress tracking)
6. What can I filter inquiries by?
You can filter inquiries using:
  • Assignee
  • Stage
  • Source
  • Archive status
  • Date range
7. What is “All Pipelines” view?
“All Pipelines” shows inquiries across every pipeline in one place. It’s useful for high-level monitoring and catching items that may be stuck. 8. Can I edit an inquiry after it’s created?
Yes. Open the inquiry and click Edit, make changes, then click Save Changes. 9. What “additional options” can I apply to an inquiry?
You can update inquiry outcomes/status using options like:
  • Archive
  • Mark as secured
  • Mark as declined
  • Mark as dropped
These help track realistic outcomes beyond “active pipeline stages.” 10. Can I delete multiple inquiries at once?
Yes. Use Bulk Select → Select All → Delete. Deleting is irreversible, so archive when you only want to hide items from active view.

​
Inquiry Pipelines (Settings + Form + Outreach)

11. What is an Inquiry Pipeline?
A pipeline defines how inquiries flow from start to finish, including:
  • stages (progress tracking)
  • sources (where leads came from)
  • form fields (what you capture)
  • outreach rules (AI + channel settings)
  • branding and embed options
12. What are pipeline stages used for?
Stages represent progress, like:
  • New
  • Contacted
  • Scheduled
  • Closed
    Stages help teams stay aligned and manage follow-ups properly.
13. What are inquiry sources used for?
Sources track how inquiries entered your system, such as:
  • Website form
  • Landing page
  • Referral
  • Ads
    This helps you understand which channels generate the best leads.
14. Can I customize the inquiry form fields?
Yes. Pipelines come with required fields by default, and you can add more fields (text, time, signature, and other custom fields) to match your intake needs. 15. Can I preview the inquiry form before publishing?
Yes. Use Preview to review the form and pipeline configuration before finalizing.

​
Communication & AI Outreach

16. What communication channels can a pipeline use?
You can configure outreach via:
  • Phone
  • Email
  • SMS
17. Can I enable AI outreach for inquiries?
Yes. You can toggle AI outreach on/off per pipeline and select:
  • which AI Ability should handle the outreach
  • number of follow-ups
  • follow-up gap (in days)
18. What happens after a lead is marked as “Dropped”?
You can control dropped-lead behavior:
  • Move them back to active if they reply
  • Keep them dropped even if they respond

​
Form Branding & Publishing

19. Can I brand the inquiry form?
Yes. You can customize:
  • Header text
  • Submit button text
  • Brand colors
20. How do I publish an inquiry pipeline form?
After configuration, Z360 provides:
  • a direct form link
  • an embed (iFrame) code
You can share the link or embed the form on your website.