OVERVIEW
See where your team needs a hand.
Spot waiting enquiries, busy teammates and source outcomes without another round of “any update?”
14 days · every feature · no card
Find the waiting conversation.
Review response time and follow-up activity so the team knows where to look next.
See who is carrying what.
Compare assigned enquiries across teammates and decide where help is needed.
Follow the source to the outcome.
See what happened to enquiries from each source, with the team’s recorded results in view.
BEFORE YOU START
A few useful answers.
Is a won enquiry the same as collected revenue?
A won enquiry records your team’s outcome. Use your accounting system for collected payments and financial reporting.
Can the overview help with reassignment?
Use the workload view to decide where help is needed, then manage ownership through the enquiry workflow.
LESS CHASING. MORE CALLING BACK.
Your next enquiry deserves a next step.
Give it a home, an owner and someone who knows when to call back.
14 days · every feature · no card
I’ll keep an eye
on the next step.
on the next step.