Enquiry Management

Introduction:
Learn how to manage customer inquiries, track their status, and follow up effectively using Zylu.

Adding an Enquiry

• From the Main Menu, go to Enquiries and click the + button to add a new enquiry.
• Enter the customer’s phone number, name, next follow-up date, and select the services and products they enquired about.
• Choose the enquiry status (e.g., New, Converted, Dropped, In Progress), assign a lead owner, and add any notes.
• Click Save to add the enquiry to the system.

Changing Enquiry Status

• Click on the three dots next to an enquiry and select Edit.
• Update the status and save the changes.

 Assigning To-Dos for Follow-ups

• To follow up, click the three dots and choose Add To-Do.
• Fill in the task name, status, priority, due date, assignee, and any tags or description.
• Click Save to add the task to the to-do list.