You can create different Inquiry types, based on different parameters and your own logic.

For example, you can split them by source: “New Inquiry”, “Missed call”, “Website request”.

Different Inquiry types can have their own Inquiry Form and the initial Inquiry status. Eventually, you can greatly streamline workflow in the RemOnline system, keep your base clean and up-to-date, and much more.

If you have a constant flow of incoming inquiries and lots of potential clients calling all day long, we recommend that you have a few separate Inquiry forms providing your managers with just 2 or 3 basic fields to fill in. While you can always go back to change the Inquiry type or complete some additional information, a company can save really much time and effort, especially during the peak overload.

Step One. Navigate to the “Settings > Forms Editor > Inquiries” page. Press the “+” button from the right side of the field labeled “Inquiry type”.

Step Two. Complete the title, then select the Inquiry type to make a duplicate Inquiry form you’re going to edit.

You can also add emojis to your newly created Inquiry types using the “Win + . (dot)” shortcut key combination (for Windows). If you’re using Mozilla Firefox / Edge, or simply can not find what you like, you may visit emojipedia. Over there, you can simply copy / paste the one that fits you best.

Step Three. Set the initial Inquiry status for this Inquiry type (optionally). Note, this feature is available only with Business subscription plans in RemOnline or higher.

Step Four. Press “Create”.

To edit the Inquiry type, press the pen icon found next to the field labeled “Inquiry type”. Then edit its title or the initial Inquiry status, whatever you need. Learn more about using the Forms Editor to configure different Inquiry types in this article.

To set the Inquiry type by default, navigate to the “Inquiries” section on the “Settings > General” page. Find the field labeled “Default Inquiry type” and choose one of the following:

1. Custom Inquiry type. Choosing this will show a selected type of Inquiry form when a new Inquiry is created.

2. Remember the last one. Choosing this will show that type of Inquiry form used to create the Inquiry for the last time.

3. Not specified. Choosing this will show a blank form when a new Inquiry is created. To move any further, the manager will have to specify the Inquiry type.

To remove the Inquiry type, press the remove button found next to the field labeled “Inquiry type”.

Note: You have to choose a different Inquiry type for the Inquiries which belong to the Inquiry type you want to remove. When changing the Inquiry type, all data from the corresponding fields will be transferred accordingly.

Should it happen that the current Inquiry status is unavailable for your newly-created Inquiry type, we’ll suggest a list of available Inquiry statuses for you to choose from.

Learn more about rule-based status transfers in this article.