A key feature of the EnquiryBot platform is that you can easily find and see the enquiries that are relevant to you.
Our simple filter and sort features allow you to do this with ease and to know what filters and sort are applied at any given time.
Filtering Enquiries
Step 1 - Click the filter by button
Step 2 - A pop-out will show from the right-hand side of the screen. On the pop-out, you can filter by the following things.
Click on the relevant filter you would like to apply and click apply.
Once applied the filters will show on the screen, they will remain in place unless and until you manually remove them by clicking the "X" individually or clicking clear all filters on the right-hand side.
Sorting Enquiries
Step 1. By default " Newest first" will be applied. Simply click the "Sort by" box and the drop-down will show. Select the relevant sort by option. This sort by option will remain in place unless and until you change it.
Newest first - will show the newest enquiries first in order in each stage. This is based on the date they were created in the system or came in from your enquirybot.
Highest value first - will show the enquiries with the highest value first in order in each stage
