Overview:
The Contact Us Submissions can be managed by a worker in the Worker Portal. The submissions can be viewed, edited, and/or deleted.
Step-by-Step Process:
To navigate to the Contact Us Submission manage page, the worker will go to:
CRM Workspace ⟶ Sales Pipeline ⟶ Contact Us
Here they will see all of the Contact Us requests submitted by customers on the website. To delete a submission the worker will simply press the ‘Delete’ link under the Actions column. To edit a submission the worker will click the ‘Edit’ link under the Actions column.
If the worker selects ‘Edit’, they will be able to modify the following data:
- Reference Information
- Tracking Number and Request Type
- Contact Information
- Address Information
- Comments
- Customer Information
- Admin Information
- Dates, IP Address, and Status
- Whether or not to resend the email
Results:
A Contact Us Submission is modified by a worker.