Record the enquiry
Record the source, contact information supplied by the customer, service of interest and owner. A Telegram ID is not a phone number; request a number if one is needed.
Set the next action
Replace “we’ll write later” with a date and purpose: explain pricing, answer a question or confirm a meeting.
Separate reminders from messages
A task for an administrator next week and an automatic customer message are different actions. Account for channel rules and the customer’s communication preferences.
Record the outcome
After a conversation, update the status, agreement and next step. Review outcomes by source to see which channels bring suitable customers.