Capture the context behind the enquiry
When a prospect asks about a project, keep their contact details and a short description of the need together. Record the service discussed, timing, and open questions in notes so a colleague can understand the enquiry.
Review the pipeline together
Use a shared workspace to review recent enquiries and upcoming conversations. Invite colleagues and agree who is responsible for each next action in your team process. Avoid promising the same prospect different next steps.
Connect the sources that matter
Choose integrations from the workspace or import an existing list. Each provider may require its own account, permissions, and configuration. Test with a small sample before relying on a source for live enquiries.
Make a handoff useful
Before handing an enquiry to a colleague, summarize the latest discussion, record the next action, and include relevant documents. Happitap keeps the record available; your team defines the responsibility and service commitments.