The list view of enquiries is the default presentation of new enquiries, however the board view is a useful way to group and manage enquiries, using a task management approach. Access this view by using the button below:
The following view will be presented:
Various grouping options are available. The task button (...) provides the ability to chase up the assignee via a simple message facility as well as the ability to easily reassign enquiries.
To learn more click here for a 1 minute "how to" video.
The RedView Team