Reach Enquiries

Reach allows you to record and monitor Enquiries. This includes the ability to record follow-up and related actions for each Enquiry.

You can view, add and manage enquiries via Interactions > Enquiries.

Add a new Enquiry

New enquiries can be added by either:

• Clicking the green +Add Enquiry button at the top of your screen

or

• Clicking the green +Add Enquiry button in the Enquiries screen

Input the details of the enquiry:

• Contact - the person who asked the enquiry, type to search for a contact
  • if the contact is not already on Reach, you will need to add their organisation (if not done so) and contract details before selecting them
• Summary - brief summary for the title
• Enquiry - details of the enquiry 
• Internal Notes 
• Status 
• Direction
• Team - teams can be set up on your Panacea Main app
• User - the user that's managing the enquiry
• Portfolio - for filtering options (can be set-up in Settings)
• Type - can be set-up in Settings
• Date
• Deadline
• Subject - link the relevant Subject (the enquiry will be linked to the subject)
• Release - if it's connected with a Release 

Manage Enquiries

Once an enquiry has been added, you can log updates to keep track of the enquiry.

• Add details of your Response to the enquiry
  • You can add an Outcome (these can be set-up in Settings)
• You can add any additional interactions by clicking the Log Additional Information button
  • Select whether this was inbound or outbound
• You can also e-mail the contact directly by clicking Email Contact  
• Click the Update button after any changes you make
• All activity is logged within the Enquiry with the date and time to provide a clear audit trail of all related interactions and actions

Filtering

• Click on the Filtering drop-down to filter your enquiries by Status, Portfolio, Subject, Release, Enquiry Type, created and deadline dates, and tick "Assigned to me only" to filter to just your own enquiries.
• Use the Columns drop-down to change the columns that are displayed on the screen
• Use the Excel or PDF button to pull off a report containing all enquiries displayed on your current screen and the filtering & columns you've applied

Deleting & Archiving

You can delete or archive an enquiry by clicking on the + button next to its ID, then clicking on the Action button.

• Click Delete to permanently delete an enquiry
• Click Archive if you wish to clear the enquiry from your screen, but not delete it
  • You can view all archived enquiries by clicking on the 'Filtering' drop-down and ticking the "Show Archived" box