Requests
      Back to home
      1. Mazevo Knowledge Base
      2. Setting Up The System
      3. Requests

      How to Configure Mazevo for External Inquiries

      Mazevo features an integrated form designed for managing room inquiries. This form effectively captures external sales opportunities and facilitates the processing of potential leads.

      Overview

      This article explains how to configure and use the simple form for capturing sales leads.

      Configuring the Inquiry Page

      1. Navigate to the Inquiry Tab:

        • Go to Account Settings and select the Inquiry tab.

      2. Enable the Inquiry Form:

        • Turn on the form by checking the Use Inquiry Form option.

      3. Customize the Header Message:

        • Enter a custom header message. This message will be displayed at the top of the inquiry form.

      4. Test the Inquiry Page:

        • Use the View button to test the page and ensure it appears as expected.

      5. Embed the URL:

        • Embed the URL of the inquiry form into your marketing page to start capturing leads.

      Processing Inquiries

      1. Access the Inquiries Page:

        • Configure Day at a Glance to show the Inquiries page, which displays all submitted inquiries.

      2. Process an Inquiry:

        • Click on an inquiry record to begin processing it.

      3. View Existing Organizations:

        • Click on the Organization name to view details of existing organizations.  Add a new organization record if necessary.

      4. View Existing Contacts:

        • Click on the Contact name to view details of existing contacts. Add a new contact record if necessary.

      5. Create a New Event:

        • Click on Add New Event to create a new event based on the inquiry.