How to manage client enquiries on Wefido
Organise business conversations and enquiries, set their status and priority, schedule related work and export contacts when permitted.
Open client enquiriesWhat you will learn
- 1Open Client management and choose Requests
- 2Read its messages, context and linked content before replying
- 3Update status and priority to reflect the actual work
- 4Link an appointment, booking, task or note
- 5Open the linked conversation when you need to reply to the client
Useful answers for this guide
Which information remains linked to an enquiry?
The conversation keeps its messages and available context. You can also link bookings, appointments, tasks and notes to follow the work.
Which format is used to export contacts?
Wefido prepares a CSV file that can be opened in spreadsheet software. The export includes only contacts available to the business.