The mobile app lets you fully manage communication with clients right from your smartphone. In this article, you’ll learn how to quickly create and edit inquiries.
You can also view all your inquiries on the go and customize their display to suit your work needs.
How to Create an Inquiry in the Mobile App
To create an inquiry, your role must have the “Can create inquiries” permission enabled.
1. Go to the ‘Inquiries’ section on the app’s home screen.
2. Tap the “+” icon in the upper-right corner of the screen.
3. Select Inquiry Type.
4. Select Location and Manager.
By default, the user creating the inquiry is assigned as the responsible manager, and the first location in the list is selected.
5. Enter the client’s details:
If the client is in the database, select them from the list.
If you need to enter data without saving it, enable the Enter name and phone number manually feature and fill in the details. In this case, the contact will not be saved to your company’s general contact database.
6. Fill in the remaining fields of the Inquiries:
Advertising campaign—the source through which the client contacted you.
Asset;
Deadline — the final completion date.
Urgent — check this box for priority inquiries.
Additional fields (depending on the selected request type).
7. Save the new inquiry.
Done! The new inquiry will appear in the general list.
How to Edit an Inquiry in the Mobile App
To edit an inquiry, your role must have the “Can edit inquiries” permission enabled.
1. Find and open the desired inquiry from the list.
2. Make the necessary changes to the fields.
💡 To quickly remove an asset or client from an inquiry, swipe left on the desired block and tap the X.
3. Tap the “Save” button to save your changes.
Inquiry Event Feed in the Mobile App
How to view the inquiry activity feed:
Open the desired inquiry in the mobile app.
In the top bar, tap Event Feed.
In this section, you can view the history of actions and leave a private or public comment.
How to delete an inquiry in the mobile app
Deleting bookings is available only to users with the “Can delete inquiries” permission.
Open the card for the inquiry you want to delete.
Tap the three dots in the upper-right corner.
Confirm the deletion in the pop-up window.