Enquiries provides a central place to manage all inbound enquiries, giving you visibility and control from first contact through to sale. Each enquiry is captured as its own record, making it easy to track conversations, manage follow ups, and move opportunities forward without losing context.

This article covers:

Navigate to Sales > Enquiries to open the dashboard.

After navigating to the Enquiries tab, you will load into Open by default. These are new enquiries that have come in from all of your different sources. Open queries are the first stage of the pipe line, and require responses from you and your team.

Open enquiries automatically have an "initial follow up" task assigned to them. Once you have responded to an enquiry, you can then mark this task as complete, which will move the enquiry from Open to Responded.

Once you have responded to an enquiry and confirmed that it represents a genuine sales opportunity, you can update the status from Responded to Qualified. This indicates that the lead has been assessed, shows clear interest, and is worth actively pursuing (towards a quote, reservation, or sale.

Once an enquiry has successfully resulted in a sale, reservation, or invoice, you can update the status to Converted. This indicates that the enquiry has moved through the pipeline and has been successfully turned into a confirmed outcome.

Once an enquiry is no longer progressing and will not result in a sale, you can update the status to Closed. This is typically used for enquiries that have gone cold, received no response, or where the customer has decided not to proceed.

You can then move enquiries to Archived once they are no longer relevant to your active pipeline. Archiving helps keep your enquiry list tidy while still retaining the record for reference or reporting.

View all of the above, in a single list.

While many enquiries will automatically populate from your connected sources such as your website, AG Kiosk, and Private Rooms, you also have the option to manually create an enquiry record for interactions that occur outside these automated sources.

1. Navigate to Sales > Enquiries.

2. On the righthand side, click + New Enquiry.

3. Here, you can add the following:

4. Once all details are filled in, click the Create Enquiry button.

When you're ready to action tasks for a specific enquiry, simply click on it to bring up the Enquiry Edit screen.

Once you have engaged the client, and are in the sales process, and can schedule tasks or follow ups to assist you and your team.

1. Click the + Add Task button

2. Select Follow up or General Task, fill in the relevant info and select a due date / reminder.

This is where a detailed history of your activity is automatically recorded and displayed. Any follow-ups you create or tasks you complete will appear here. You can also add manual notes and optionally assign a due date or reminder to them.

Once an enquiry has moved through the pipeline and is ready for the next stage, you can use Quick Actions to convert it into another sales item. With a single click, the enquiry and all relevant sales information are carried across to the next step, whether that’s a quote, a reservation, or a final sales invoice.