In this video, we will explain you how to transfer enquiries.
Transcript
Hello again! In this very short video, we're going to learn how to transfer inquiries. We already saw how to create inquiries and how to add inquiry forms to your own homepage or webpage, and here we're going to learn how to transfer inquiries.
Transferring Inquiries
From our home page, we just go to Customers and then to Inquiries. So we see all the active, all the created inquiries here. And in the Action section, if we want to fill out an inquiry, we just click on Fill Inquiry.
So now, here you have all the options for editing this inquiry. So first of all, we can change the status. If it's still in "three ash," it's open (from staff side, customer side, agent side, supplier side) or if it's closed or solved, and in which way. So we can change the name here, actually, and we can also transfer the inquiry. That's what the video is about, actually, so pretty easy.
We just go to our staff members here, and while here it's only me, but normally you would have a list of all the staff members, and then you can just decide to assign to any staff member. So this would be how to transfer an inquiry. You can edit the details also, you can introduce an outcome, and you can also set a follow-up date, among other things.
So once we change the staff it's assigned to, we have three options here: we can just update, we can update and go to the customer record, or update and go to the inquiry list. And then we're back here with the updated inquiry.