Enquiries

Reach allows you to easily record and monitor all enquiries and to monitor these by subject, by organisation, by contact, by priority and by status - this includes the ability to record follow-up and related actions for each enquiry.

• Head to Interactions > Enquiries which will display all outstanding enquiries

  • You can filter this list by Enquiry Status, Portfolio, Subject, Release, Enquiry type, start/end date and whether the enquiry is assigned to you. This will alter what appears onscreen in the grid and hence change what is exported (see below).

  • You can search for a specific enquiry or export enquiry data in to PDF or Excel format. 

Add an Enquiry

• Add an enquiry by either:

  • Clicking Add Enquiry from the Enquiries screen 

  • Click the green +Enquiry button in the top menu 

• Specify the contact (the person who made the enquiry) 

  • 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.

• Provide a summary, details of the enquiry itself, any internal notes against the enquiry, the status of the enquiry,  direction (Proactive or reactive), Team, User responsible for the enquiry, Portfolio, the enquiry type, Date of the enquiry and the deadline to resolve it, the subject it falls under, and if it’s connected with a Release. 

Response to an Enquiry

• When you click into an enquiry, you can log details of the response and any further updates

• You can log any interactions by clicking Log Additional Interaction

• You can also provide details on the response and the outcome of the enquiry 

• You can also email the contact directly by clicking Email Contact

Activity

• As the enquiry progresses all activity is logged within the enquiry to provide a clear, accessible audit trail and a very useful record of all related interactions.

Export Enquiries Page