Enquiries, also known as Leads, are contacts who have filled your Lead Forms. Anyone who wants to take your services presently or might take them in the future is an enquiry.
Prospects are the Leads who are not assigned any application but only to an assignee .
All the leads that complete the Lead Forms will be listed in the Enquiries list. You will be only able to see Enquiries in your side menu, if you have given access to it.
In the Enquiries list, you will also see In Queue column, which provides you with the time frame the leads have filled up the form so that you do not miss assigning the lead to the assignee or following up the lead.
Agentcis enables to list the enquiries based on different filters. For this select Add New Filter and selet the required filer.
To convert an enquiry into a Prospect,
Step 1: Click on their Name to open their Profile Page.
Step 2: Then click on the Tick Icon.
Step 3: Assign the Enquiry to one of your team members by selecting the user from the dropdown. The user will be notified once the lead is assigned if the system notification and email notification have been set accordingly.
Step 4: Then select Approve.
As soon as the lead is assigned to an assignee, the lead is converted into the prospects.
Step 5: During Enquiries or Prospect state, you can always add Interested Services that the customer is willing to take in the future.
