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Quote forms and lead inbox

Sort your lead inbox and find older inquiries

Last updated

In Locally 360, the lead inbox lists each month’s inquiries, and each one has a status: New, Handled or Archived. Change it with the buttons on the inquiry. Press Earlier month to look back.

Steps

  1. Open Lead inbox in the sidebar. The card shows the month and how many inquiries came in.
  2. On an inquiry, press Mark handled, Archive or Mark new.
  3. To remove one for good, press Delete inquiry, then confirm Delete this inquiry?
  4. Press Earlier month for older inquiries, and Later month to come back.

What happens next

Each status change saves at once. A month with no inquiries shows Nothing here right now.

Questions

Can I search or export my inquiries?

Not from the lead inbox. Your inquiries are part of your data export, which you ask for by email at support@locally360.app.

Is a deleted inquiry gone for good?

Yes. Delete inquiry takes it out of your lead inbox, so archive it if you might need it later.