Client Inquiries

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Table of Contents

  1. Table of Contents
  2. Description
  3. Link to Main Page

Description

Sales Managers can view all inquiries. Sales Reps can view their own clients’ inquiries.

The Client Inquiries page lists the most recent general inquiries or quote requests submitted through the E-Commerce portal. Displayed information includes:

  • Client
  • Inquiry Type
  • Message

Users can filter and sort by:

  • From (date)
  • To (date)
  • Filter By Type (general inquiry, request for quote)
  • Filter By Status (all, pending review, dismissed)
  • Sort By (multiple categories)

Link to Main Page

Main Page -- Dashboard

Updated over 1 year ago