Connect identity to the enquiry

The Tap Tap Go corporate feature model includes lead tracking and CRM-related workflows. Use the appropriate current setup to preserve the enquiry’s source, stated need and agreed next step. A name and contact route alone do not explain the relationship. Avoid treating a profile visit as a complete lead record or assuming that every anonymous visitor can be identified.

Keep the record actionable

Assign a responsible person and distinguish the requested action from internal speculation. If the enquiry is transferred, retain the context so the visitor does not need to repeat it. Review the actual product configuration before claiming automatic synchronisation with another system. The benefit of connected lead handling is continuity: the next team member can respond to the real question rather than restarting a generic pitch.

Imagine this

Hypothetical scenario

A hypothetical visitor asks how a team manages profile documents. The lead record includes that question and the promised overview. A colleague taking over the response can answer directly without assuming the visitor requested a payment product or a full commercial proposal.

Make it practical.

Use this checklist as you read. Checks are not stored.

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