Ownership, activity log and inbox link
Every enquiry has an owner, a following team, a full activity log, and a link to its conversation in the inbox, so accountability is clear.
When you'd use it
When more than one person is involved and you need a clear record of who did what.
How it behaves
Assign a lead so it is clear who is on it, with others kept in the loop as subscribers. Message the guest by email or text from the enquiry itself, with templates and files, and reply in the inbox.
A full activity log records everything said and done, and the enquiry links to its conversation in the unified inbox, so messages and details sit together and the team is notified as enquiries come in and change.
Configuration and options
- Owner
- The lead assigned to the enquiry.
- Subscribers
- Others kept in the loop as it progresses.
- Activity log
- A full record of everything said and done.
- Inbox link
- The enquiry’s conversation in the unified inbox.
Good to know
The activity log and the inbox conversation give one shared history.
Nothing sits waiting on one person, because the whole team sees the board.
You can reply by email or text from the enquiry, with templates and files.