WEBVTT

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A visitor has shared contact details.

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Here's how to turn that enquiry into a follow-up your team can act on.

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Open Conversation inbox.

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Search for the visitor or the subject of their enquiry, then apply the filters.

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Here, we're finding Jamie Parker.

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Open the matching conversation.

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Read what Jamie asked for and the contact details they shared before deciding what should happen next.

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Select Jamie under Captured leads.

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The lead keeps contact details, ownership, progress, and follow-up notes together.

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Choose the teammate responsible for the next action.

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After contacting the visitor, update the lead stage to Contacted so the team knows where it stands.

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Set the next follow-up date and add a short internal note.

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In this example, Dave needs to confirm an inspection time with Jamie.

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Select Save lead.

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Return to Leads and follow-ups.

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Select Follow-up due and apply the filters.

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Jamie now appears with an owner, stage, and follow-up date.

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Check this list each day.

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Follow-up dates organise your work list; they do not send automatic reminders or messages to the visitor.