Reviewing & converting inquiries

Open Inquiries from the left-hand menu to review the enquiries buyers have sent you and turn the promising ones into clients.

Review an inquiry

1. Open Inquiries from the left-hand menu.
2. Use the status tabs — All, Pending, Approved or Rejected — to filter the list. New inquiries start under Pending.
3. Select a buyer's name to open the full inquiry.
4. Read the Contact Details and the buyer's Message. If the enquiry matches someone you already have, a Linked Client is shown so you know it's an existing buyer.

The inquiry detail — read the message, then Approve, Reject or Convert to Client.

Approve or reject

Once you've read an inquiry, decide whether it's one to follow up:

1. Open the inquiry.
2. Select Approve for buyers you're interested in, or Reject for ones you're not pursuing.
3. The inquiry's Status updates, and you'll find it under the matching tab next time you visit.

Approving doesn't create a client

Approve simply marks an inquiry as one worth following up. To add the buyer to your Clients list, use Convert to Client — see below.

Convert an inquiry into a client

When you're ready to follow up properly, turn the inquiry into a client record:

1. Open the inquiry.
2. Select Convert to Client.
3. The buyer joins your Clients list, where you can track their contact details and purchase history alongside everyone else.

If the inquiry already matches a buyer you have, you'll see their Linked Client on the inquiry — there's no need to create a duplicate.

Where inquiries come from

The Source on each inquiry tells you how the buyer reached you — for example a sale landing page, your website contact form, a field-day form, or the public inquiry API used by embedded forms. To set up an embedded form on your own website, see API keys.

Related

• Inquiries
• Your public sale page
• Clients
• API keys