How to Respond to an Inquiry

Time: 2 minutes Result: Inquiry responded to and tracked

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Steps

Step 1: Navigate to Inquiries

1. In the sidebar, click Consultancy
2. Select Inquiries

Step 2: Find the Inquiry

1. View list of inquiries (sorted by newest)
2. Filter by status (Open/Closed) if needed
3. Click on the inquiry to open

Step 3: Review Details

1. Read the inquiry content
2. Note the service they're interested in
3. Check contact information

Step 4: Send Response

1. Use the built-in messaging tool
2. Type your response
3. Click Send

Step 5: Update Status (Optional)

1. If resolved, mark as Closed
2. If converting, click Create Customer to start an application

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Result

✅ Response sent and inquiry status updated.

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Tips

• Respond promptly to increase conversion
• Use templates for common questions
• Track which inquiries convert to customers