CRM Daily Work
Enquiries in the CRM
What arrives from your website and forms, how to work one, and how it becomes a lead rather than sitting in a list.
Last updated September 2, 2026
An enquiry is somebody putting their hand up: a form on your website, a landing page, a campaign response. They arrive in the CRM ready to be worked, already attached to a contact.
What an enquiry carries
| Detail | Why it matters |
|---|---|
| Form name and fields | Exactly what they filled in, in their own words. |
| Calculated source | Where the enquiry came from, worked out from how they arrived. |
| Business name | What they said they work for, if the form asked. |
| Assigned to | Who is picking it up. |
Working one
- Read what they actually wrote before you call. The form fields usually say more than the summary line.
- Assign it to whoever is going to respond.
- Make the contact an active lead if it is worth chasing.
- Log the call or email when you respond, and book the next step.
Where a lifecycle trigger is set for enquiries, arriving here also moves the contact forward automatically — so a new enquirer stops looking like a cold name.
SPEED IS THE WHOLE GAME
Enquiries go cold in hours, not days. The enquiry list is the one screen worth checking more than once a day.