Creating and Managing Enquiries

Managing Enquiries

As an Admin, the Enquiries feature lets you create and manage all enquiries in one central place. You can view enquiries, track their status, and see who has responded.

From the Enquiries menu, you can:

• Add a new enquiry

• View open enquiries

• View open enquiries assigned to you

• View all enquiries in the system

Creating an Enquiry

1. Go to Daily Operations > Enquiries > Add Enquiry.

2. Enter the enquiry details.

• First Name: First name of the person making the enquiry

• Last Name: Last name of the person making the enquiry

• Email: Email address of the enquirer

• Phone: Contact phone number

• Message: The enquiry details

• Date Submitted: Date and time the enquiry is created

• Lead Source: Where the enquiry came from (use + to add a new source)

• Walk In: Enable this option if the enquiry was made in person

• Attachments: Any relevant files

3. Enter internal information:

• Enquiry Status: Select the status of the enquiry. Available statuses are Open (default), Resolved/Closed, or Converted

• Enquiry Type: Select the enquiry type. If the relevant option is not available, select the plus (+) to add a new enquiry type.

• Linked Member/Participant: Choose an existing member to connect the enquiry to their profile

• Linked External Contact: Choose a non-member contact to connect the enquiry to their profile

• Internal Notes: Notes for internal reference

• Assigned Staff Member: Select a staff member or add a new one

4. Once you fill in all the details, select Submit.