Manage Inquiries

Track inquiry-form submissions from first contact to conversion.

What are inquiries?

When someone submits your inquiry form, their submission becomes an inquiry in Clearmargin. Inquiries live in a dedicated pipeline at /dashboard/inquiries where you can track every lead from first contact through to becoming a client. A sidebar badge shows how many new inquiries are waiting for your attention.

View the inquiry pipeline

1. Go to "Inquiries" in the sidebar (/dashboard/inquiries).
2. The kanban board shows inquiries organized by status: new, contacted, qualified, converted, declined, and spam.
3. Drag cards between columns to update status, or click an inquiry to open its details.

Reply to an inquiry

1. Open an inquiry from the pipeline board.
2. Click "Reply" to compose a message.
3. The reply is sent via email to the inquiry contact. The status automatically transitions to contacted.
4. Follow-up replies can be sent the same way — the full conversation history is visible on the inquiry.

Convert an inquiry to a client

1. Open a contacted or qualified inquiry.
2. Click "Convert" to create a Client, Contact, and Project from the inquiry details in one step.
3. The inquiry status moves to converted and links to the newly created records.
4. From there, create a proposal or start tracking time on the project as usual.

How inquiries connect to your inquiry form

Your inquiry form (configured at Settings > Inquiry Form) is the entry point. When a visitor fills it out, Clearmargin creates an inquiry with their name, email, and any custom question responses. Set up your form with the setup-inquiry-form guide to start receiving inquiries automatically.