Open Inquiry Inbox
Triage Website and Email Monitor requests without duplicating work.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Inquiry Inbox is for and choose the correct next action.
Safety and data checks
- • Verify the customer and destination before replying or sending any estimator or scheduler invitation.
Complete the task
- 1Navigate
Open Open Inquiry Inbox
Use the Hub navigation to open Open Inquiry Inbox. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Inquiry Inbox is open and its page heading is visible.
- 2Review
Understand what belongs here
Inquiry Inbox coordinates a request and links it to the real customer, ticket, estimate, or booking workflow. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Read source, category, SLA age, owner, contact details, message, and existing linked work. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Assign or classify the inquiry, then choose the matching reply, call, estimate, ticket, or scheduler action. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Verify the customer and destination before replying or sending any estimator or scheduler invitation. This orientation ends before any irreversible or customer-facing submission.
Verify the customer and destination before replying or sending any estimator or scheduler invitation.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.