Contact Us Enquiries Training Guide

Overview

View all contact form submissions from your website. This is a view-only page - to assign agents or manage inquiries, go to the Leads page.

Navigate to: Admin → Enquiries → Contact Form Enquiries

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Table Columns

• First Name / Last Name - Customer name
• Email Address - Contact email
• Phone No. - Contact number
• Subject - Inquiry topic (truncated, click eye icon for full text)
• Message - Inquiry content (truncated, click eye icon for full text)
• Status - Unassigned (orange) or Assigned (green)
• Agent - Assigned agent name
• Actions - Eye icon to view full details

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Searching & Filtering

Global Search (searches everything)

Type to search across: name, email, phone, subject, message, agent, status

Column Filters

First Name: Click filter icon → type name

Status: Click filter icon → select Unassigned or Assigned

Agent: Click filter icon → select one or more agents

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Viewing Full Details

1. Click eye icon in Actions column
2. Modal shows:
   • Assigned Agent (if assigned)
   • Update info (who updated, when)
   • Name, Email, Phone (customer contact info)
   • Subject (full text)
   • Message (full text)

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Managing Inquiries

You cannot assign or update from this page.

To manage an inquiry:

1. Note customer email or name
2. Go to Admin → CRM → Leads
3. Search for the customer
4. Look for lead source: "Contact Us Form"
5. Assign agent and manage there

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Export Data

Click "Download" button → exports all inquiries to CSV

Includes: all names, contacts, full subjects, full messages, status, agents

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Status Meanings

Unassigned (Orange): No agent assigned yet - needs immediate attention

Assigned (Green): Agent assigned and handling

Status updates happen in Leads page, reflect here automatically.

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Support

For help: Contact your system administrator