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All collectionsManaging your enquiries

Managing your enquiries

Manage & track the progress of your enquiries with your inbox and pipelines

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Inbox

Email Templates

File Library

Inbox

The inbox basics (All enquiries and my enquiries)

Enquiry statuses (New, Open, Closed, Archived, Priority, Unassigned)

Replying to an enquiry

Notes

Tasks

Extra info fields

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Pipelines

Add Multiple Pipelines

Pipelines

How to create a pipeline

How to connect your EnquiryBot to a pipeline

Maintaining your sales pipeline

Filtering and sorting enquiries on pipelines

Pipeline Views

Pipeline settings

Manually adding an enquiry to your pipeline

Customise the card details on the enquiry cards on your pipelines

Connecting Enquiry Channels

Connecting your Instagram Business account

Connecting Facebook Messenger

Facebook lead form submissions not coming into Enquirybot

Task Dashboard

Tasks

Adding an enquiry to your pipeline (Manually)

Moving enquiries between pipelines & multi selecting

Pipeline Automation

Lost Reasons