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Add existing clients into HoneyBook
Add existing clients into HoneyBook

Manually add inquiries to your pipeline so you can track leads.

Updated over 5 months ago

If you have a contact form installed, inquiries will be automatically added to your pipeline. However, if you need to manually add an inquiry, you can do so by creating a project. The project will start in the Inquiry stage of your project pipeline and can change stages automatically as you send and receive files.

You also have the option to manually update the stage using the drop-down menu within the project.

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