Marketing & growth

Handle contact requests

Messages from your public site, and what has been done about them.

Contact requests are enquiries that arrived through your website’s contact form.

Handle contact requests

1. Each request carries the Message and the sender’s details.

2. Mark one as handled once you have replied, so the list stays a to-do rather than an archive.

3. Activity records what has happened to the request, so a colleague can see it was dealt with.

Tip: If an enquiry is really a sales lead, move it into Leads where it gets an owner and a follow-up date.