Wholesale Enquiry Contact Form Workflow

What happens if a mobile number isn't provided on the form?

The workflow checks for a mobile number at the Check Mobile Number Provided step. If none is given, the SMS confirmation is skipped automatically and only the confirmation email is sent, so the process continues without errors or manual intervention.

Can this handle a high volume of enquiries coming in at once?

Yes, each submission creates its own independent enquiry record, so multiple enquiries can be captured, prioritised, and routed simultaneously. Sales owner assignment logic runs per record, which helps distribute volume across the team rather than bottlenecking at one inbox.

What if an enquiry doesn't fit a clear priority or category?

The Prioritise and Qualify Enquiry and Classify Enquiry Category steps use rules you configure inside assess.one, and these can include a default or 'needs review' category for edge cases. A sales owner can still review and adjust the persisted priority and category before responding.

How do we customise which sales owner gets assigned?

Assignment logic in the Assign Sales Owner step is configured directly in assess.one, based on criteria like enquiry category, priority, or round-robin distribution. You can update these rules at any time without rebuilding the workflow.

Who needs access to this workflow?

Sales owners need access to respond to assigned enquiries and mark them closed, while sales managers typically need visibility to monitor status and reassign enquiries if needed. Access and permissions are set within assess.one, so you control exactly who can view or act on each record.

What happens at the enquiry closure step?

Once the sales owner marks the enquiry as closed after sending next steps, the workflow automatically sends a closure confirmation email to the contact. This removes the manual step of drafting a follow-up and helps keep the enquiry record's status accurate.

Can the 1-day feedback follow-up be adjusted or removed?

Yes, the Wait 1 Day Before Feedback Request step's timing is configurable inside assess.one, so you can shorten, lengthen, or disable the delay entirely. The feedback request content and channel can also be customised to match your team's tone and process.

How long does implementation take?

This template publishes in minutes since it's ready to use out of the box inside assess.one. Once published, your team can start capturing and processing wholesale enquiries immediately, with no separate implementation project or software installation required.

What if the assigned sales owner doesn't respond in time?

Because the workflow tracks status at each stage, including Mark Status Assigned, managers can monitor which enquiries are stalled and reassign them as needed. Notification and escalation logic can also be added or adjusted directly within assess.one to fit your team's response expectations.

Is this workflow suitable for compliance-sensitive wholesale processes?

The workflow's structured record-keeping, from intake through closure and feedback, supports auditability by capturing status changes and communications at each step. Approval logic, required fields, or additional review steps can be added inside assess.one to align with your organisation's compliance requirements.