Enquiries
Where enquiries come from
Every enquiry, whatever its source, lands in one pipeline in YogaTribex. Your team claims it, answers it and follows it to enrolment from the same screens.
ForSchool ownerSales staff
Every source at a glance
Each row is one way in. The first column links to the page that explains it in full.
| Source | Where it starts | Where it lands in YogaTribex | Who gets it first | Status |
|---|---|---|---|---|
| YogaTribex website | The Expert Consultant and Contact Us forms on yogatribex.com | The YogaTribex team checks it, then offers it in Leads › New Leads | The YogaTribex team, then the first schools to claim | Live |
| Your mini-website | The forms on your course pages, Contact page and Enrol page | Enquiry Management › New Enquiry, with a chat in the Inbox | Whoever on your team claims it | Live |
| YogaTribex leads | Students YogaTribex offers to schools in the country they asked for | Leads › New Leads, then My Leads once claimed | The first schools to claim, two by default | Live |
| Your own website and ads | A form on your own website, a shareable form, or Meta, Google or LinkedIn lead ads | Enquiry Management › New Enquiry | Whoever on your team claims it | Live |
| Added by your team | A walk-in, a phone call or a referral | My Enquiries of the person who added it | The person who added it | Live |
| Phone calls | A call on a staff Android phone with the CallPulse app | On the enquiry with the caller's number, and in Call Logs. A new caller is added by hand. | The person who adds a new caller | Partial |
| A message to the WhatsApp Business number you connect | Enquiry Management › New Enquiry, with the chat in the Inbox | Whoever on your team claims it | Live | |
| A reply to an email you sent, or mail to a mailbox you connect | The Inbox. A reply joins its enquiry; mail from a new address waits there until someone links it or makes it a New enquiry. | Whoever holds the enquiry, or makes the new one | Live | |
| Facebook and Instagram | A message to your Facebook Page or Instagram account | The Inbox and Enquiry Management › New Enquiry | Whoever on your team claims it | Coming soon |
What every enquiry has when it arrives
However it reaches you, an enquiry starts with the same three things.
- A source, which says how they reached you. The enquiry page shows it under Details, for example Mini website or Phone Call.
- The status New. Only an enquiry your team types in can start further on, such as Contacted.
- A holder, or nobody yet. Enquiries that arrive by themselves wait unclaimed in New Enquiry. Enquiries your team adds go straight to whoever added them.
The enquiry screens are part of the Sales pipeline feature of your school's plan.
The life of an enquiry
Once it has arrived, every enquiry moves through the same stages.
Arrives
With its source and the status New.
Claimed
A colleague claims it, or the owner assigns it.
Contacted
Your first message or answered call moves it on.
Followed up
Following up and Proposal sent as you talk.
Enrolled
You enrol the student from the enquiry page.
Claiming is explained in Assigning enquiries. Statuses and follow-up dates are in Statuses & follow-ups.
