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Documentation / Enquiries & leads

Enquiries & leads

Capture enquiries from your website and inbox, then qualify them as leads.

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Leads

Leads overview

Capture enquiries

  • Embed an enquiry form Understand existing website enquiry connections and the current internal Forms workspace
  • Import leads & email enquiries Forward enquiry emails to your Neptune import address to create leads automatically, then convert them to customers.
  • Automatic replies for new leads Use sequences to acknowledge and follow up new enquiries automatically.

Set up

  • Configure lead statuses Set lead statuses and table shortcuts for your enquiry workflow.
  • Manage lead sources Add lead sources and update sources already used by records.

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