---
title: "Master the basics of EnquiryBot in 20 minutes - Team Member"
description: "These short videos will get you setup and getting the most out of your account in no time!"
url: https://help.enquirybot.com/en/articles/6747863-master-the-basics-of-enquirybot-in-20-minutes-team-member
collection: "Master the basics of EnquiryBot"
updated: 2024-12-06
language: en
---

# Master the basics of EnquiryBot in 20 minutes - Team Member

These short videos will get you setup and getting the most out of your account in no time!

**In 2 simple steps, master the basics of your account**

# **Step 1. Setting up your account**

In this video, we will show you how to invite the team, make sure everyone is getting the right enquiries and how to connect the other channels that you get enquiries from in your business.

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## **In this setup video you will learn**

-   How to get access to your account, set your password and login for the first time _min 0:00 - 0:50_
    
-   How to setup your profile to make your replies look professional. _Jump to min 0:51_
    
-   How to send replies from your own email address. _Jump to min 3:00_
    

# **Step 2. Replying to and tracking enquiries on daily basis**

One of the many benefits of enquirybot is that....IT'S MORE THAN JUST A BOT!  
We've developed a simple enquiry management system that's easy to use and easy to train so you and your team can reply and track enquiries with ease on a daily basis so that everyone in the team knows what's going on.

* * *

**In this video you will learn**

-   When an enquiry comes in, how do I receive it? _min 0:00 - 45 seconds_
    
-   How to reply to an enquiry from your inbox _Jump to min 1:50_
    
-   What happens when a customer replies back? _Jump to min 4:23_
    
-   How to use templates so you don't have to keep sending the same email over and over again. _Jump to min 5:35_
    
-   What a webform enquiry looks like when it comes in. _Jump to min_ 6:15
    
-   What a Facebook or Instagram enquiry looks like when it comes in. _Jump to min 7:00_
    
-   How to add in a manual enquiry (like a walk in, or phone call for example). _Jump to min 8:50_
    
-   How to add notes and tasks so everyone knows what's going on. Jump to min 10:13
    
-   How to assign an enquiry to a specific member of the team. Jump to min 11:57
    
-   How to add in extra fields so you can add more information to an enquiry. _Jump to min 12:22_
    
-   How to link the products or services you sell to an enquiry. _Jump to min 13:28_
    
-   How to manage enquiries in a pipeline to keep track of what stage it is at during your sales process. _Jump to min 14:15_