Enquiries can come from your organisation's website, phone or email.
We provide two forms that can be used on your website, a Contact Us Form and a Support Form. The information put in these forms will be automatically synced to The Edge Platform and be able to be found in the relevant hub.
When a customer submits a 'Contact Us' form an enquiry record will be created.
Here is an example of a Contact Us form.
Once the Enquirer has submitted the form they will see this page.
They will also receive an email notifying them that their enquiry has been received.
Once this form has been submitted, the Enquiry will be found in the Enquiries Hub. The most recent enquiries will be at the top, but this grid can also be sorted in order of status eg. New.
Notification of a New Enquiry
Within the Account Record the Admin will select who is initially assigned a New Enquiry (a default person). This person will get a chatter @mention to notify them that there has been a new enquiry. They can then reassign the enquiry accordingly by changing the owner of the record.
Enquiry Record
In the Enquiry Record you will see that the information eg. Ryan Templeman provided in the Contact Us form will be found here in the compact layout and in the details tab.
