The purpose of this Quick Reference Guide is to build working knowledge and understanding of how to:

  • Mark an enquiry as spam
  • Use the Clearing Queue
  • Move enquiries from clearing queue back to a queue or a person.

1. The spam queue

You can mark an enquiry as spam by it to Spam queue.  The Spam queue is managed and cleared by the CRM team on a regular basis.

Marking an enquiry as spam

  1. Open an enquiry
  2. Click Report Spam in the Enquiry workspace
  3. This will move the enquiry to the Suspected Spam queue

Reversing a Spam report

Marking an enquiry as spam is in effect the reassignment of an enquiry from its current queue to the Suspected Spam queue.  This can be easily reversed:

  1. Select the enquiry from your Recent Items section
  2. Within the Enquiry Information section, click on the Queue drop-down menu
  3. Select the relevant queue you wish to assign the enquiry to
  4. Click on Save in the ribbon