The enquiry arrives
Sam asks about a home visit through a website form.
An enquiry in the right hands.
A new enquiry arrives through your website. It needs a customer record and someone to follow up.
Interactive example
New website enquirySam Lee · Home visit
SL
Sam LeeCustomer record
Interested inHome visit
Next stepArrange a callback
JTAssigned to Jordan
Ready for a follow-up.
The same information stays with the enquiry as it moves to your team.
A record is created
Sam's name and request are saved together.
Jordan gets the task
The assigned team member can arrange a callback.
Your team knows who to call.
The enquiry has an owner and a next step. Missing details can be flagged for review.
This is an interactive example with fictional information. It does not place calls, create real bookings or connect to customer records.
All examplesBuild what moves your business forward
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