Assigning an enquiry

EnquiryDesk is designed to ensure that all enquiries are accounted for and actioned.

Good to know: Assigning an enquiry transfers responsibility of the enquiry to the named person or team.

All new enquiries are automatically Unassigned. To assign an enquiry, you need to select Assign. When assigning an enquiry, you are presented with three options:

1. Assign the enquiry to yourself

2. Assign the enquiry to a colleague

3. Assign the enquiry to a team

As soon as you have assigned the enquiry, it will appear in the Assigned list. When you open an enquiry, you will be able to see who has been assigned the enquiry.

Assigned and Unassigned enquiries

To improve transparency, all assigned cases are visible to all.

When assigning the enquiry to a team, you can select the team from the drop down menu. To create Teams, check out the article on Teams.