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Managing buyer inquiries

Overview

Store → Leads captures contacts with name, channels, address fields, status, and notes. Treat it as the structured inbox: when a website or ad sends interest here, work the follow-up from the lead row instead of only from memory.

Helpful habits

  • Update status and notes after each touch.
  • Record how they found you in description or notes.
  • Promote qualified people toward applications or customer records.
  • Keep phone and email current when buyers reply from a new address.

Practical note

A lead row beats a starred email that scrolls away in a week.