Skip to main contentAdding an Inquiry
Inquiry isn’t saving
- Confirm a pipeline is selected
- Make sure required fields are filled (the form typically requires core contact details)
- Refresh and try again
I can’t find the inquiry after creating it
- Check Inbox + Inquiries list view (some teams look only in one place)
- Ensure you’re viewing the correct pipeline
- Remove filters (assignee/stage/date filters may hide it)
I can’t send a response to an inquiry
- Confirm you are in the Inbox inquiry thread
- Check if the contact is Blocked (blocks incoming/outgoing) or in DND (blocks outgoing)
Managing Inquiries (View, Edit, Filter, Sort, Search, Archive, Delete)
Filters aren’t working
- You must click Apply Filters
- Reset filters if results look incorrect
- Make sure the inquiry actually matches the criteria (stage/source/assignee)
Kanban view doesn’t show expected inquiries
- Confirm the correct pipeline is selected
- Some filters apply across views—reset them and retry
Edits are not saving
- Ensure you click Save Changes
- Refresh and re-open the inquiry to confirm changes persisted
Accidentally deleted inquiries
- Deletion is permanent
- Use Archive instead of Delete if you want history retained
Form submissions aren’t showing up
- Confirm the pipeline is saved and published
- Verify you’re checking the correct pipeline
- Check filters (especially archive status and date range)
AI outreach isn’t happening
- Confirm AI outreach is enabled for the pipeline
- Ensure an AI Ability is selected
- Confirm channel (phone/email/SMS) is configured properly
Consent checkbox blocking submissions
- If enabled, users must check it before submission
- Disable consent checkbox if it isn’t required for your flow
Best Practices for Inquiries
- Use Kanban view to track progress through stages visually
- Filter by assignee + stage to manage daily work
- Archive outcomes instead of deleting to preserve history
- Keep forms short to increase completion rates
- Use sources to learn what marketing channels actually perform
- Enable AI outreach only when you have a clear follow-up strategy
