Check that every enquiry appears in the inbox or record your team uses. If you cannot find it, review receipt before the sales process.
Record: source and arrival time.
Does it have an owner?
“The team handles it” can leave an enquiry unanswered. Choose someone who knows they are responsible and agree who covers an absence.
Record: owner and cover, where needed.
Do you know whether someone replied?
Distinguish an automatic acknowledgement from a reply that addresses the enquiry. Use observed response times to agree a realistic target for your opening hours.
Record: last useful response or awaiting reply.
Is there a next action with a date?
“Follow up” does not explain what to do. Write a specific action: ask for missing information, send the scope or check whether a reply arrived.
Record: action, owner and date.
Is it clear when the enquiry closes?
Record whether it is still pending, complete or no longer relevant. A reason for closure avoids repeatedly reopening a finished enquiry.
Record: status and reason for closure, where applicable.
Watch an example in 57 seconds
A recording of the demo with fictional data. The video has no audio; its interface and embedded labels are in Spanish. English captions, synchronised text and a full description are available below.
Full walkthrough description without playing the video
Amber Grid is a fictional enquiry without an owner. We assign it to Ana, mark it as qualified and schedule the next action for tomorrow at 10:00. The history shows the three changes from this session. Try the same steps without an account or card; changes reset when you reload.
Transcript of the video labels
00:00 Lead Relay · An enquiry, an owner and the next step.
00:05 This demo uses fictional data. Amber Grid does not yet have an owner.
00:13 We assign the enquiry to Ana so it is clear who handles it.
00:21 After reviewing the enquiry, we mark it as qualified.
00:29 We schedule the next action for tomorrow at 10:00.
00:37 The history keeps the changes from this test session.
00:43 Try it without an account or card. Changes reset when you reload.
00:51 Try the demo: leadrelay.azprojs.net/lead-relay/demo.