Table of contents
- Accessing the Inquiry detail screen
- Updating the Inquiry details
- Updating the Inquiry conversation history
- Updating the Inquiry Status
- Delete Inquiry
Accessing the Inquiry detail screen
To edit an existing inquiry. Click on the specific inquiry on the overview page.
Updating the Inquiry details
The left panel allows you to the Inquiry details:
- Assignee name - Assignees are other users in the same Presspage account. So to assign an inquiry to a team mate, that person will need their own user account.
- Deadline
- Consulted internally
- Contact - The pencil icon next to 'requester information' lets you change or add details of the existing requester.
- Tags
Updating the Inquiry conversation history
The right panel is the Conversation history, here you find the overview of all engagements from this Inquiry.
There are multiple message types in an Inquiry conversation:
- External message - these are messages sent from the contact to you, or vice versa. You can only send messages if you set up an Inquiry email address.
- Internal notes - these are highlighted in yellow. You can use them for internal communication with a team mate, for example to propose an answer, or to ask a question to someone in the team.
- Logged message - used to log inquiries that came from elsewhere (for example, a phone call), and to log events related to an existing inquiry. For example, if a journalist sent an email with questions, and you had a phone call about it later, you can log it in the existing Inquiries thread to bring your colleagues up to speed.
Updating the Inquiry Status
Change the status of the inquiry by clicking the Status button in the top right corner. You can choose from open, pending, closed.
Delete Inquiry
Delete the inquiry by clicking on the three horizontal dots.