B2B & Wholesale Solution: Managing Your Enquiries

The B2B & Wholesale Solution app centralizes all your customer enquiries from multiple sources, including enquiry forms submitted through your online store, Meta, TikTok, and Google platforms. Whether enquiries are generated directly by customers or imported from external lead forms, you can manage them all in one place.

In this guide, you’ll learn how to review enquiry details, filter enquiries by different criteria, and perform management actions such as assigning, editing, or deleting entries.

Accessing the Enquiries Page

All enquiry forms are displayed on the Leads > Enquiries page. From here, you can view, filter, and manage customer enquiries collected from different sources such as your Online Store, Meta, TikTok, or Google.

Reviewing Enquiries for Key Details

All enquiries are displayed together in a single list (table view), with each enquiry shown as one row containing multiple columns of information. This allows you to quickly browse and manage all enquiries in one place.

The table below explains the details of each column:

Filtering Enquiries for Quick Lookup

Use the filters at the top of the page to narrow down the list of enquiries. You can filter by:

• Search bar: Enter a keyword or enquiry ID. Select All to search across all fields or Enquiry ID to search for a specific record.

• Enquiry status: Filter enquiries by status, such as Unread, Pending, or Completed.

• Country / region: View enquiries submitted from a specific country or region.

• Source: Filter enquiries collected from Facebook, TikTok, Google, or your Online Store.

• Date range: Review enquiries submitted within a specific period.

• Edit columns: Customize which columns are displayed on the list.

Taking Actions on Enquiries

In the Action column, you can use these tools to help manage and distribute enquiries efficiently among your team:

• Assign: Click the person icon to allocate the enquiry to a specific staff member.

• Edit: Click the pencil icon to open the enquiry form and update the details.

• Delete: Click the trash bin icon to remove the enquiry when it’s no longer needed.

Setting Up Enquiry Notifications

To ensure your team is promptly informed of new customer enquiries, you can configure email notification settings in the Enquiries page.

Staff Email Settings

The Staff email settings panel lets you define which employees receive enquiry notification emails. 

To configure staff email settings:

1. On the Leads > Enquiries page, click Staff email settings in the top-right corner.

2. Enter the Default email address that will receive all enquiry notifications. Click + Add Inbox to add up to five addresses.

3. Under the Administrators section, toggle Enable next to each employee you want to include.

4. Click Save to confirm.

Notification Settings

The Notification Settings panel allows you to define how enquiry notifications are distributed among your employees. 

To configure notification settings:

1. On the Leads > Enquiries page, click Notification settings.

2. Under Choose assignment method, select one of the following:

   • All will receive: All employees will be notified of every new enquiry.
   • Custom assignment: Notifications will follow a specific assignment rule.

3. If Custom assignment is selected, choose an assignment rule: 

   • Equally distributed: Enquiries are evenly assigned among the selected employees.
   • Assign by region: Assign enquiries to employees based on the customer’s country or region.
   • Assign by collection: Assign enquiries to employees based on product collections.
   • Assign by social media channel: Assign enquiries to employees based on the source platform (e.g., Meta, TikTok).

4. (Optional) Enable Always assign enquiries with the same contact information to the same administrators to maintain continuity.

5. Click Save to apply your settings.