Reassigning an enquiry

Users can reassign an enquiry to someone else if the enquiry has a status of 'Open'. Users can tell whether an enquiry is set as 'Open' or not by viewing the Enquiry Overview tab.

An open enquiry (highlighted)

Reassign an enquiry

  • Select 'Reassign this enquiry' from any relevant enquiry's 'Actions' drop-down.
Reassign feature, located in the Enquiry 'Actions' drop-down
  • Select 'Edit enquiry' from the Actions drop-down, or by selecting 'Edit' on the applicable enquiry on the 'Enquiries' index page. Select the 'Assigned to' field and enter the preferred user. This user will be assigned the enquiry upon saving.

Assignment field, after selecting 'Edit' on the enquiry

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