RWS Enquiry And Lead Follow-up

RWS Enquiry is a WordPress plugin available under the GNU General Public License (GPL) v2. You can download the RWS Enquiry here.

RWS Enquiry plugin allows you to add the new enquiry/Lead and to manage the follow-ups regarding that lead. You can review the follow-ups which are pending and today’s follow-ups in the Follow-Ups menu or on a dashboard screen.

Features

  • Easy install and use.
  • Works perfectly with all versions of WordPress.
  • Today’s and Pending Follow-ups are displayed on the Dashboard.
  • For single lead, you can add multiple follow-ups.
  • Shortcode will help you to add the enquiry form look like as contact form on pages/post.
    You can see the All Enquiries, below the Enquiry menu and you allow to Edit, Delete, Add and View Follow-ups for each Enquiry.

How to use it

Once you activate the plugin, you will see the Enquiry and Follow-Ups Tab on dashboard menu.

  1. Add New Enquiry – click ‘Add New Enquiry’ submenu from Enquiry Menu then add new enquiry from back-end or admin panel
  2. Add New Enquiry from Front-end – Create a new page and add [rws_enquiry] shortcode then view page. In this page, enquiry form appears. Non logged users can fill this forms like a contact form.
  3. View All Enquires – click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires (added by logged and also non logged users) with respect to their follow-ups.
  4. Add Follow up – click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires a with follow up action ‘Add’ button, you can add follow up note and next follow update.
  5. View Follow up – click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires with follow up action ‘View’ button click on it, you can see all follow-ups with dates respective with lead.
  6. Today’s Follow ups – 1. On dashboard 2. On Follow up Menu. You can see all pending follow up (like where next follow update not set) and today’s follow-ups.