Downloading enquiry details
Users can download enquiry details using the following process:
- Go to the enquiries index page
- Filter the list for the enquiry/enquiries to be downloaded (example: all enquiries 'assigned to' the user)
- Once the filter contains all required enquiries, select 'Download CSV' or 'Download PDF'
The following details will display in the downloaded CSV/PDF for each filtered enquiry:
- Reference number
- Contact
- Company
- Date created
- Assigned to
- Country
- Source
- Status
- Date converted