About this path
Read the enquiry and response guides as reference, then carry out the final case once. Capture one lead, send one complete response and link its next action. Reuse existing records; do not create a second draft or repeat a sent response.
What you’ll learn
Customer-facing teams and delivery coordinators
- Capture an enquiry and send its first response
Lessons in this path
Capture and update a customer enquiry
Save a lead with a useful enquiry summary, then update and find it again when the next action becomes clearer.
Open lesson →Prepare and save a complete email draft
Review the sender, recipients and full message before saving work you intend to send later.
Open lesson →Check the audience and material before sending
Review everyone addressed and everything included in your outgoing message.
Open lesson →Add a customer update and create a follow-up task
Keep the latest customer update on the lead and turn the next action into a linked Board task with an owner and due date.
Open lesson →Capture an enquiry and send its first response
Keep the customer’s request, first response and next action connected so the enquiry does not disappear between CRM and Inbox.
Open lesson →The lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.