The Inquiries dashboard provides a centralized overview of all incoming media requests and questions submitted through the platform. As corporate communications activity increases, the number of inquiries can grow quickly. The dashboard helps teams stay organized by showing each request’s status, assigned owner, and deadline in one place, while providing tools to sort, search, and filter inquiries so specific requests and earlier conversations can be found quickly.
Table of contents
- Overview of the dashboard
- Side menu overview
- Ordering Inquiries
- Search and filter inquiries
- Create a new inquiry
Overview of the dashboard
To access the Inquiries dashboard, select Inquiries tab in the main navigation bar.
The dashboard provides a structured overview of all inquiries and their current progress.
Each row in the table represents a single inquiry and includes the following information:
- Subject – The title or topic of the inquiry.
- Contact – The person who submitted the inquiry.
- Organization – The media outlet or company the contact represents.
- Assignee – The team member responsible for handling the inquiry.
- Status – The current progress of the inquiry.
- Deadline – The requested or assigned deadline for responding.
Selecting an inquiry opens the full conversation where you can view details, communicate with the requester, and update the status.
Side menu overview
The side menu on the left provides quick access to different inquiry views and related sections.
The following options are available:
- Inquiries – Displays all inquiries in one overview.
- Unread – Shows inquiries that have not yet been opened.
- Open – Lists inquiries that are currently being handled.
- Pending – Displays inquiries where a response has been sent and a reply is expected.
- Closed – Shows completed inquiries that no longer require action.
Additional sections in the side menu include:
- Statistics – Provides insights into inquiry activity and response performance.
- Statements – Allows you to manage prepared responses that can be reused when replying to inquiries.
- Settings – Configure inquiry-related settings and preferences.
- Invite colleagues – Add team members so they can access and manage inquiries.
Ordering Inquiries
All inquiry views allow you to sort the list by column. Click a column header to sort the list.
The column headers are:
- Subject
- Contact
- Organization
- Deadline
- Last updated date - The order can be toggled between ascending and descending.
Search and filter inquiries
Use the search and filter options to quickly locate specific inquiries.
The search function scans all available inquiry details as well as the Inquiry itself.
This makes it possible to quickly find inquiries based on keywords, names, or specific details mentioned in the request.
In addition, you can use Filters to narrow down the list based on specific criteria. Apply multiple filters at once, and choose multiple tags, statuses, contacts or organizations at the same time to help narrow down the results.
- Status
- Tags
- Contacts
- Organization
- Assignees
Create a new inquiry
- Click Add inquiry in the top right corner of the dashboard.
- Enter the relevant details for the inquiry and assign it to the appropriate team member.
- Once saved, the inquiry will appear in the dashboard where it can be tracked and managed.