TAP TAP GO
Let the request supply meaning
A submitted question can identify a relevant service, timing or problem in a way anonymous profile activity cannot. Keep the initial request focused on information the team needs to respond. Confirm the actual enquiry workflow available in your configuration rather than assuming automatic enrichment, scoring or synchronisation. The value is the context provided by the person, not the largest possible collection of fields.
Preserve the requested purpose
Record the question accurately and route it to someone who can answer. Do not convert a request for a brochure into presumed permission for every future campaign. Use lead tracking to maintain the agreed next step and prevent the conversation from being lost during an internal handoff. When the team reviews results, distinguish relevant conversations from raw submissions. The feature supports a more coherent relationship, but qualification still requires understanding what the person actually needs.
A hypothetical scene
A visitor asks whether the corporate product model can support a multi-location team. The enquiry record captures that need and reaches the enterprise contact. The response explains the relevant capabilities and what must be confirmed, instead of sending an unrelated general promotion based only on profile activity.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
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