Updating Enquiry Status

Track which enquiries you've handled by updating their status.

Why Track Status?

• Stay organized - Know which enquiries need attention

• Prevent missed responses - Nothing falls through the cracks

• Track workload - See how many enquiries are pending

• Team coordination - If multiple people handle enquiries

Available Statuses

Status	Meaning	When to Use
New	Just received	Default for all new enquiries
In Progress	Being handled	You've started working on it
Completed	Fully resolved	Customer has been helped
Archived	No longer active	Old enquiries you want to keep but hide

How to Update Status

1. Open the enquiry you want to update

2. Click the Status & Notes tab

3. Find the Status dropdown

4. Select the new status

5. Click Save

Status dropdown

Recommended Workflow

New → In Progress → Completed → (Archive later)

1. New enquiry arrives - Status is automatically "New"

2. You read and start responding - Change to "In Progress"

3. Customer is helped - Change to "Completed"

4. After some time - Archive old completed enquiries

Filtering by Status

To see only enquiries with a specific status:

1. Go to the Enquiry Submissions list

2. Use the filter options (if available)

3. Select the status you want to see

Or simply look at the Status column to quickly scan.

Tips

• Update status immediately - Don't wait until you're done

• "In Progress" is your friend - It shows others the enquiry is being handled

• Archive periodically - Move old completed enquiries to keep your list clean

• Check "New" daily - Aim to respond to new enquiries within 24-48 hours