Under GDPR guidance, if you prepare a 'free' quote for an enquirer then you are allowed to add them to your email marketing database.
To do this - you will have set up an automated email journey for new subscribers ( the rules say that you must inform the new subscriber that they have been added and that they can unsubscribe at any time). See here on how to set up the Automated Journey >>
In the CRM - you should follow this sequence:
- Add the contact name and email address and enquiry
- Click on Email lists in Contact menu
- Add contact to list. If you have set up segments then these will also show and you can allocate to correct segments