Downloading enquiry details

Users can download enquiry details using the following process:

  1. Go to the enquiries index page
  2. Filter the list for the enquiry/enquiries to be downloaded (example: all enquiries 'assigned to' the user)
  3. 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

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