Inquiries

All roles have access to Client Inquiries. Sales Reps can view their own clients’ inquiries only.

The Inquiries page in the sub-nav menu of Clients only displays inquiries related to a specific client. It lists the most recent general inquiries or quote requests submitted through the E-Commerce portal. Displayed information includes:

• Date
• Type
• Name, Email
• Message
• Dismiss (button)

Users can filter and sort by:

• Start Date
• End Date
• Status (filter; dropdown):
  • Pending Review
  • Dismissed

Link to Main Page

Main Page -- Clients