Enquiry Management

Enquiry Management


Introduction:
Learn how to manage customer inquiries, track their status, and follow up effectively using Zylu.


Adding an Enquiry

  • From the Main Menu, go to Enquiries and click the + button to add a new enquiry.
  • Enter the customer’s phone number, name, next follow-up date, and select the services and products they enquired about.
  • Choose the enquiry status (e.g., New, Converted, Dropped, In Progress), assign a lead owner, and add any notes.
  • Click Save to add the enquiry to the system.


Changing Enquiry Status

  • Click on the three dots next to an enquiry and select Edit.
  • Update the status and save the changes.


 Assigning To-Dos for Follow-ups

  • To follow up, click the three dots and choose Add To-Do.
  • Fill in the task name, status, priority, due date, assignee, and any tags or description.
  • Click Save to add the task to the to-do list.

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