You can use enquiries to quickly capture basic details about a lead without needing to pre-qualify the opportunity, check for duplicates, or complete all fields. Once you have more information, you can convert the enquiry into an Opportunity, a Problem, or a Contact and Company record.
📌 Note: Unlike Opportunities, enquiry records allow duplicated or blank information in any field, making them ideal for quickly logging initial contact details.
Create an enquiry
To create a new enquiry, follow these steps.
Click Global Create, then select Enquiry from the drop-down. f the Enquiry option is not showing, see Customise your global record creations menu.
Add as much information as you have available. All fields are optional, so you can create an enquiry with just a phone number or email address.
Click Create.
You can specify the Opportunity Source Type when creating an enquiry with no associated Campaign Activity. You can also set a default on the Enquiry Form, and map the 'Other source' free text field to capture additional user input.
Update an enquiry
Once the enquiry is created, you can update the record at any time.
Open the enquiry record and edit the relevant fields. For example, if you find out the contact's last name after phoning them, you can add it directly to the record.
Convert an enquiry
If an enquiry progresses and needs a sales pipeline, a support ticket, or a new contact record, you can convert it.
Open the enquiry record, then click Convert.
Choose to create a new Contact or Company, or assign the enquiry to an existing Contact or Company to avoid duplicate records.
If applicable, create a new Opportunity or Problem, or link to an existing one.
Click Convert to confirm.
🤓 Tip: To display enquiry histories directly on a company record, create an enquiry report and add it to the company record. The report automatically filters to show only the enquiries associated with the company you are currently viewing.
Important: When converting an enquiry to a Company record, contact details such as name, mobile number, and email address will not automatically appear on the company page. Converting to a Company does not create a linked contact record. To make contact details visible, you need to create or link a contact record separately.
Converting an enquiry marks it as 'Inactive'. You can still view inactive enquiries on the Enquiries page by opening the filter menu and removing or changing the Status Flag filter to show converted, deleted, or discarded records. For more information, see the filtering guide.
Alternatively, you can click Discard to delete the enquiry.
Unlink a converted enquiry
You can unlink an enquiry that was converted by mistake, or link it to a different record.
Go to the Enquiry Report via the navigation menu.
Open the filter menu using the three-dots (further options) menu.
Change the default filter to show Is Not > Active. This displays all linked enquiries.
Find the enquiry you want to unlink.
Open the enquiry record.
In the Status section, click Unlink.
📌 Note: Unlinking an enquiry removes its connection to the converted record, but does not alter or delete that record. The enquiry status returns to 'New'.
Want to automatically create enquiries from form fills on your website? See the Enquiry Web Forms guide to learn how visitors can submit a form and have their enquiry registered in Prospect CRM automatically.