In this update...
We’ve improved the Enquiry Pipeline preview to make it quicker and easier to manage your enquiries through to conversion when using your pipeline. These improvements include:
- New quick action buttons on each of your enquiry summary so you can add notes or send a new message without needing to open each enquiry
- See the last client message within the ‘new enquiry’ preview. So you can view the clients full needs without clicking into the enquiry
- View your latest Notes on each enquiry summary so you can quickly and easily remind yourself of any key actions
See a demo video at the end of this article.
Demo video
