How do I assign staff to an enquiry?
Assign a team member to own an enquiry and its follow-up.
Assign an enquiry to the staff responsible for following it up. This helps avoid duplicate responses. Assigned staff can update its status, add notes, and manage it through to resolution.
How to assign staff
Create the enquiry before assigning staff from its detail view.
Open the enquiry by clicking its row, and then pressing View Enquiry. Press the Assign button at the bottom right of the enquiry details. The picker lists all staff members in your organization with their role shown below each name. Select one or more people and click Apply to confirm. To remove all assignees, click Clear.
More help
Browse Enquiries help articles · Read the full platform guide