Record basic details of an Enquiry (or sometimes referred to as a Lead) so it can be later qualified and processed. Once qualified, these records can then be converted into an Opportunity/Contact/Company or discarded.

Enquiries have fewer rules about what you can input than an Opportunity. For example, it can contain duplicated or blank information in any field, so is perfect for quickly recording information - without worrying about deduping or other data validation activities.

Step 1: Create

To create a new Enquiry, use the Global Create and select 'Enquiry' from the drop-down.

Step 2: Add Details

Next, add information about the Enquiry where possible. All of these fields are optional to complete, so even if you just know the phone number or just the email address, the Enquiry can still be created.

Once happy with your changes, click 'Create'.

Step 3: Make Changes

Once the Enquiry is created, you can still make changes to the record. For example, if you discover the person's Last Name once you've phoned them, you could update the record with this information.

Step 4: Convert into Opportunity

If an Enquiry progresses and now needs a sales pipeline to manage its progress, select 'Convert' to promote this Enquiry to an Opportunity.

From here, you can choose to create a new Contact or Company, or assign this to an existing Contact or Company in the CRM. You can also choose to create a new Opportunity from scratch, or assign it to an existing Opportunity that's already being worked on.

Alternatively, you can choose to delete this Enquiry if nothing progresses by clicking 'Discard'.


Want to automatically create CRM Enquiries from form fills on your website? Check out this guide on our Enquiry Form builder to learn how visitors can submit a form and automatically register their Enquiry in the CRM!

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