Lead intake overview
Lead intake gathers website forms and forwarded emails so your team can review enquiries and create customer records. Open Intake to see received, processing, review-required, processed, and failed enquiries.
When a new website or email enquiry arrives from a configured source, Qonvera adds an alert to the notification bell for active Owners, Admins, and Managers. The alert identifies the source type without copying customer details into the notification and opens Intake. Duplicate deliveries do not create extra alerts.
What happens to an enquiry
Section titled “What happens to an enquiry”- Qonvera checks that the enquiry comes from a configured source and has not already been received.
- It identifies available contact, company, message, service, and source details.
- Complete enquiries can be processed according to the source’s settings. Ambiguous or incomplete enquiries become Review required.
- An Owner or Admin verifies the details, corrects fields, selects a service, and deliberately creates the CRM records.
- Qonvera records the decision and links the resulting contact, account, opportunity, and follow-up.
Repeated delivery of the same enquiry keeps the existing result instead of creating a duplicate.
If a website form also sends a notification email, ask the person managing the website connection to link the two submissions. Qonvera can then treat the email as supporting information rather than a second lead.