Enquiry Types
Settings > Enquiries > Enquiry Type
What types of enquires you would like set-up?
e.g. Email, Telephone, Face-to-Face. (As in, how are these enquiries made)
Settings > Subjects> Subject Type
Nature of the Subject (Briefing, Onboarding etc)
Portfolios
Is there more than one team / overarching group using Reach?
Settings > Other> Portfolio
Enquiries SLA
Settings > Enquiries > Enquiry SLA
The SLA's to determine the enquiry deadline
This is currently set a 48 hour turn around time but can be changed to specify the hours you would like (48, 24 etc) or you can set a deadline time. E.g. if a request came through at 5:30pm you would have until 5:30pm the next day to respond.
Only one of these options can be used.
Contact Type
Settings > Contacts > Contact Type
Contact Type: i.e. to help filter out the different contacts on Reach.
E.g. Reach Admin/ Internal Client / External Client / Charity Group / Other Council client etc.
Response Type and Outcome
Settings > Enquiries > Response Method
Response Types (i.e. how did you respond)?
E.g. Email, Letter, Phone
Settings > Enquiries > Response Outcome
Response Outcome (i.e. what was the outcome of the enquiry)
E.g. Declined, Expired, Information Provided, Accepted/Booked
Release Category
Settings > Release > Release Category
Types of releases: sales, client communications, onboarding, supplier communications, press