Track enquiries and follow-up tasks

Use Contacts and the CRM board to track an enquiry, then add a task for the next action.

Team members with CRM and task access · 4 min read

Steps

1. Open CRM, then Contacts, and add the enquiry’s name, contact information, and source if you know it.
2. Open CRM, then Pipeline, and find the enquiry on the board.
3. Move it to the stage that reflects the current situation. Avoid marking an enquiry converted before they have become a client.
4. Add a follow-up task with a clear action, an assignee, and a due date.
5. Open Tasks to review what is due. Update the task and enquiry stage as the conversation progresses.

Check it worked

The enquiry is in the intended stage and the follow-up task appears for the right person.

Common questions

An enquiry does not appear where I expected

Check the active business, the contact’s stage and status, and any board filters. A completed or lost enquiry may be displayed differently from an open one.

Open CRM (sign-in required)

Related guides

• Add a client and find their records
• Set up a reminder or follow-up automation
• Ask for help when you are stuck