What you’ll see
Your goal
Learn where inbound enquiries appear and how to decide their next human action. This path reviews the intake entry points without submitting a public form, syncing integrations, creating a landing page, or sending a reply.
What you need
Use the Demo Account with access to Communication. The observed Inbound Leads category showed zero enquiries, and Landing Pages showed no pages. There is no captured new-submission-to-reply success story. A phone number is unnecessary for reading enquiries; replying through a channel requires its own setup.
Read-only milestones
- Find the intake category. Open Communication in the header and locate Inbound Leads in the category list. Its presence and zero count were observed. The capture did not exercise a specific inbound enquiry, its form answers, or lead-linking flow.
- Understand page-based intake. Open Landing Pages. Read the actual No landing pages yet state and identify New Landing Page and Connect Domain without using them. A page editor or published form is not required to learn where setup begins.
- Find other intake routes. Open Import and inspect Integration and Lead Sources. These views were read without syncing, retrying, or submitting data. Do not copy or expose account webhook addresses.
- Find later handling tools. On the existing synthetic lead, inspect Notes, Tasks, and Activity. This demonstrates where a verified linked lead's context and follow-up would live; it does not mean that lead was created by an inbound submission.
- Review the relevant settings. Inbound Mail describes email acceptance and reply routing; Attribution describes source evidence. Leave routing, confirmation, and source-Apply actions unchanged.
Your useful outcome now
You can locate inbound intake, explain which setup is missing, and describe the difference between an enquiry, its original answers, a verified lead link, and a reply. An empty intake category is an honest starting point; do not fill it with a live test merely to complete this lesson.
Later operational exercise — source-reviewed, not performed
For later
With an existing authorized training enquiry, open Inbound Leads, inspect source/page/owner filters, and read its original form answers. The reviewed implementation opens the standard lead panel when exactly one verified lead is linked; otherwise it opens an enquiry panel. Do not guess an association from a similar name. On a verified lead, record context and create a human task only when training writes are allowed. A reply requires separate channel readiness, recipient authorization, and actual delivery checks.
If an expected enquiry is absent
Troubleshooting
Check workspace, source/page filters, test-enquiry visibility, and connection state before asking for resubmission. A saved submission can still await CRM delivery or verification. An integration's healthy status alone does not prove a specific enquiry arrived. Do not create duplicate submissions or send another reply until prior history is understood.
Continue with D — Follow-ups, E — Teams, or B — Email.