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Contact messages

Contact messages are submissions from the public website contact form.

List messages

  1. Open Contact messages.
  2. Browse inbound messages.
  3. Open a message to read full content and contact details.

Typical workflow

  1. Triage new messages daily.
  2. Respond out of band (email/phone) as your process requires.
  3. If the sender is a sales lead, create or link an enquiry and continue the pipeline there.

This module is an inbox for website contact traffic — it is separate from the enquiries pipeline.

Cliniify CRM user documentation