Deleting an inquiry 

You may want to delete an inquiry for a number of reasons. For example, if the inquiry was created by mistake or accidentally duplicated. To do this:

Table of content: 

• Deleting an inquiry
• Deleting an inquiry from a customer’s profile.
• Deleting multiple inquiries 
• Deleting an inquiry permanently

Deleting an inquiry

1. Go to Inquiries >All Inquiries
2. On the inquiry overview page, select the inquiry you want, or you can find the inquiry using the search bar at the top of the page to locate the inquiry if you have the inquiry number (starting with INQ-).
3. Click on the “Actions” button.
4. Select “Delete”

The system will display a popup window requesting confirmation of the action, then press “Delete.”

Deleting an inquiry from a customer’s profile.

Go to Customers > All Customers

Select the customer you want, then click on the “Actions” button and select “View profile.”

It’ll redirect you to the customer details page. You can scroll down and click on the inquiry section. It’ll preview all the inquiries, so you can click on “Show All.”

• Click on the “Actions” button
• Select “Delete”

The system will display a popup window requesting confirmation of the action, then press “Delete.”

Deleting multiple inquiries

Go to Inquiries >All Inquiries

1. On the inquiry overview page, select the inquiries you want to delete, then tick on the check box to delete the required inquires beside the INQ numbers.
2. At the top of the list, click on the  “” a drop-down menu will appear. When you click on the check box option, you can select all the inquiries on the list.
3. Select “Delete” 

The system will display a popup window requesting confirmation of the action, then press “Delete.”

Deleting an inquiry permanently

Go to Inquiries > Deleted Inquiries 

1. You can select the inquiries you want to permanently delete from the system by clicking on the “ Actions” button. 
2. Click on “Delete“

You can also multiple delete the inquiries when you click on the check box. A drop-down menu will appear so you can select the option “Delete.” 

Then the system will display a popup window requesting confirmation of the action, then press “Delete.”

For more information, please visit the Octopuspro user guide and subscribe to our youtube channel.