Elastyc

Enquiries and forms

From website enquiry to lead management.

A visitor sends an enquiry through a Web form. The contact details and request reach lead management together, so your sales team can take ownership and plan the next step.

Explore the enquiry workflow
  1. Web form
  2. Submit the enquiry
  3. Create a lead
  4. Take ownership

How an enquiry reaches your sales team

Web form

Place a form on a product, service or campaign page. Choose the information you need, such as contact details, a subject and a short description of what the customer is looking for.

Submit the enquiry

The visitor completes the form and sends the enquiry from your website. If the form accepts attachments, they can also send a document, specification or photo.

Create a lead

Sales enquiries can be routed to lead management. The team gets a record with the contact details, request and any attachments in one place.

Take ownership

Someone on the sales team takes ownership, reviews what the customer needs and records the next step. That might be a call, a request for more information or preparing a quote.