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 — name, email, phone, address, where it came from and, if it's about a sale, which sale and lot — and the buyer's Message. If the email address or phone number matches a client you already have, the list marks the inquiry Existing Client, and the inquiry offers to link to that client instead of converting it.

An inquiry from a buyer you already have — read the message, then Approve, Reject or link it to their client record.

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, check the details Frisbee has filled in from the inquiry, and save.
3. The buyer joins your Clients list, where you can track their contact details and purchase history alongside everyone else.

If the inquiry's email address or phone number matches a client you already have, the button reads Link to and that client's name instead. Select it to attach the inquiry to their record rather than creating a duplicate; the inquiry then shows their Linked Client number.

Add an inquiry yourself

Took a call or a message at the saleyards? Record it so it sits with the rest.

1. On the Inquiries page, select Create Inquiry.
2. Enter the buyer's Name (required), and any Company, Email, Country, Phone, Address and Postal Code you have.
3. Add their Message — what they asked about.
4. Select Save. The inquiry joins your list under Pending, ready to approve, reject or convert like any other.

Record a phone call or a chat as an inquiry.

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.

Express interest from a private sale

On a private sale's page, every lot that is still for sale has an Express interest button. Anyone you've shared the link with can use it — they don't need to sign in. They leave their name, an email address or phone number, and an optional message.

Each one arrives in your Inquiries list under Pending, with the source Private sale page. Underneath the source you'll see which sale and which lot it's about, for example Spring Bulls · Lot 12. Open the inquiry for links to the sale and the animal.

Treat it like any other inquiry: approve it, reject it, or convert the buyer into a client.

See it on the sale

You can also see a private sale's interest without leaving the sale. Open the sale and select the Interest tab: it lists everyone who has expressed interest in that sale, newest first, with the lot, their name, email or phone, message, the date it arrived and its status. Use All, Pending, Approved or Rejected to filter it, and select a buyer's name to open the inquiry and approve, reject or convert it as usual.

The Interest tab shows every lot enquiry for a private sale.

On the sale's Animals tab, the Interest column shows how many people have asked about each lot. Select a number to see just that lot's interest; Show every lot takes you back to the whole sale.

Only express interest from the private sale page is listed there. An inquiry your website sends about the sale stays in Inquiries only. Auctions don't have an Interest tab.

In audience

An inquiry about a private sale from someone in that sale's audience is marked In audience — in Inquiries, on the sale's Interest tab and on the inquiry itself. It means the contact details belong to someone in the audience: the email address (in any capitals) or the phone number matches a client in it, or the inquiry is linked to one.

The mark links nothing. Linking the inquiry to a client, or converting it, stays your call: anyone holding the link could type someone else's details. Removing a client from the audience, or archiving them, takes the mark off their inquiries.

Check your inquiries during a sale

Frisbee doesn't send you an email when someone expresses interest. While a private sale is running, check Inquiries regularly so you can get back to buyers quickly.

Related

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