New Inquiries in Clients (CRM Beta)

• February 26, 2025 16:04

null

Thryv Employee

I'm confused about how "new inquiries" get fed into my Client Relationship Manager. I imported a client list and some imported customers went into "new inquiries" but not all. I recently had someone fill out a form submission on my website, and when I logged into my Business Center, that new submission didn't filter into new inquiries.

What exactly triggers a lead/customer to get filtered into the "new inquiries" view?

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  Product Success Team

  Thryv Moderator

  Thryv Employee

  • February 27, 2025 22:14

  

  Thank you for letting us know about this. This is not describing the expected behavior. Our team is going to reach out directly to investigate this, thank you for letting us know!

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  Product Success Team

  Thryv Moderator

  Thryv Employee

  • April 07, 2025 17:31

  

  Thank you for bringing this to our attention! Our development team has released a fix, and all new form submissions will appear in the New Inquiries filter.

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