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Inquiry Management

10 articles

Managing Inquiries

View, search, assign, and manage all your website inquiries from the Vacation Labs backoffice — a central hub for every lead.

Inquiry Forms on Your Website

Capture leads with an inquiry form on a tour page or on any other page of your website, and choose whether it appears inline or as a popup.

Building an Inquiry Form

Add, reorder and configure the fields on your inquiry form, and set the wording and acknowledgement email your customers see.

Creating Inquiries Manually

Add inquiries for phone calls, trade shows, emails, and other offline leads — all from the Vacation Labs backoffice.

Bulk Importing Inquiries from a CSV File

Import inquiries in bulk from a spreadsheet -- exported from WhatsApp marketing tools, Instagram, ad platforms, or any CSV -- and map, preview, and commit them in one go.

Importing Meta Ad Leads as Inquiries

Automatically capture leads from Facebook and Instagram lead ad campaigns as inquiries in your Vacation Labs backoffice.

Viewing, Searching, and Managing Inquiry Status

Navigate your inquiry list, search across all fields, and organize inquiries by status — New, Active, Won, Lost, Archived, or Spam.

Assigning Inquiries to Your Team

Assign inquiries to team members for follow-up tracking and workload distribution — see who's responsible for each lead at a glance.

Automatic Inquiry Assignment (Round-Robin) and Staff Visibility

Route new inquiries to the right salesperson automatically, and control what each team member can see -- so inquiries are distributed fairly and no one steps on another agent's work.

Inquiry Reports (CSV Export)

Download a CSV export of all your inquiries with date filters and proper formatting for Excel or Google Sheets.