Sources
Where a new name enters the business, before it becomes a canonical contact.
Updated October 6, 2026 2 min read
Review website submissions, chat handoffs and other incoming records before adding them to an existing customer’s history. Confirm who sent the request, then assign a useful next step.
Website and chat inquiries
Customers & sales → Website inquiries at /admin/leads holds website inquiries and manually added records; Chat inquiries at /admin/chat-leads holds handoffs from the public assistant. Review the request and its linked Contact before continuing the relationship. Capture can resolve an exact identity into Pipeline, while an ambiguous match stays available for review.
The inquiry guide explains manual capture, individual and bulk status changes, and the saved result. If setup or an update needs attention, use the displayed retry control to finish the same inquiry and preserve its existing follow-up or engagement.
Subscribers, partners, and grades
Newsletter and resource subscribers, referral partner applications, and website grader intake each keep their own list, sharing the same tenant boundary as everything else in your workspace. A new row here waits for a person to confirm a merge before it becomes part of your real customer record.
Turn an AI readiness assessment into a follow-up
A visitor can complete the public AI readiness assessment, review the preview, and save a report with a practical action plan. Once saved, the same report link and PDF remain available on retry, so a connection interruption does not replace the visitor's result.
Open Resources to review assessment activity and the saved contact details, then follow the linked customer work through the normal workspace. Scores summarize the visitor's answers; they are starting points for a conversation about one useful pilot. An optional website check samples the public homepage and up to three linked pages and reports when a destination cannot be reached safely.
The requested report uses the workspace's recorded email delivery service. If delivery needs attention, the saved web report remains available and Activity holds the delivery evidence. Optional marketing permission is saved separately; saving a report does not enroll the visitor in a follow-up sequence.