All Collections
Managing your enquiries
Manage & track the progress of your enquiries with your inbox and pipelines
Email TemplatesSave your most common email replies and access them as templates when communicating with customers in EnquiryBot.
File LibraryStore and send files you frequently use in communications with customers
InboxOne central place to view, manage and reply to enquiries
The inbox basics (All enquiries and my enquiries)Understand the basics of your inbox
Enquiry statuses (New, Open, Closed, Archived, Priority, Unassigned)Understand what the statuses of your enquiries means
Replying to an enquiryEasily reply to new enquiries right from within your EnquiryBot account
NotesKeep on top of your enquiries with notes
TasksAdd tasks and reminders to stay on top of the next action with your enquiries.
Extra info fieldsInput extra information that you collect from customers during your sales process
PipelinesManage & track your enquiries stage by stage in one central place
How to create a pipelineCreate multiple pipelines to manage specific enquiries in one place
How to connect your EnquiryBot to a pipelineConnect your EnquiryBot and automatically send enquiries to a pipeline
Manually adding an enquiry to your pipelineAdd enquiries that come in from sources other than your EnquiryBot
Filtering and sorting enquiries on pipelinesEasily find and sort your enquiries
Pipeline ViewsView your enquiries in card view or list view
Pipeline settingsManage your pipeline settings
Moving enquiries between pipelines & multi selecting
Pipeline AutomationSave time by automating repetitive tasks in your pipeline
Lost ReasonsIdentify the most common reasons for losing sales opportunities