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Question

Inquiries - simple way to manage dead leads?

  • January 29, 2024
  • 1 reply
  • 8 views

SouthFarmsSam

When clients inquire on our venue website, I have “project date” as an option when they fill out the online form. This creates and inquiry for that date, and we are having trouble organizing the inquiries that have not responded. Its a tedious process to go to each inquiry (since they’re organized by “project date” not the date they inquired). Has anyone found this to be an issue or found a work around? I am wondering if it might make sense to remove project date from the form all together.

1 reply

Megan Herron
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  • Newcomer
  • January 29, 2024

You can organize your projects by MOVED which would organize them by the date they inquired! I would not recommend removing the project date!