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Inquiries. General Information

Learn all about inbound inquiries and how to manage Inquiries in RemOnline

Amalia avatar
Written by Amalia
Updated over 2 weeks ago

Inquiries are your inbound inquiries from potential or existing clients.

To prevent overdue and, therefore, lost Inquiries, and improve conversion, RemOnline has a separate page called “Inquiries”.

There are four different ways of creating new Inquiries in RemOnline:

RemOnline has different Inquiries types with their own Inquiry Form and preset initial Inquiry status. The Inquiry type can be changed at any stage.

For example, the Inquiry type called “Website” may have a custom field labeled “Promo code”. And the inquiry type called “Missed call” comes up without it.

Use different Inquiry statuses to express your unique sales/marketing journey and manage every stage up to convert your potential clients into paying ones.

The Inquiry Event Feed will allow you to track and log the actions of employees as well as add comments, photos, and documents.

When a given Work Order / Sale is created from a corresponding Inquiry, both counterparts become interconnected. Eventually, this can help to easily track your progress with the conversion.

Automated alerts and notifications for clients and employees, in line with numerous setup options and configurations for the Inquiries Table, badges, custom filtering, and advanced search are equally helpful features to streamline the workflow. Especially when you have to deal with a significant amount of sales data.

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