Automatically assigned enquiries

Automatically assigned enquiries are imported directly into the overview of your enquiries. These come from prospective customers who have contacted Finstral directly with an enquiry. Their enquiries are automatically pre-filtered in terms of content and location and - if you are responsible for one - assigned to your enquiries. After checking, you can process the enquiries yourself or assign them to another Finstral Contacts user for processing. Finstral employees can assign enquiries both within Finstral and to external partners.

Assigning enquiries from Finstral to partners

All enquiries made directly to a partner on finstral.com, e.g. via their dealer details page, are fed directly into Finstral Contacts. The same applies to enquiries that Finstral assigns to a partner from head office. For data protection reasons, these enquiries are initially displayed anonymously in the partner’s Finstral Contacts. They must be actively accepted before they can be processed further. It is of course also possible to refuse enquiries. By accepting an enquiry, the partner becomes the controller of all personal data subsequently used. For details see Licence agreement and DPA.

Note

With the “Reporting” function Finstral can - just like you - at any time track all enquiries received via Finstral channels, within what time periods enquiries are accepted or rejected, and whether accepted enquiries are processed further. Separate feedback about the partner’s further processing of an enquiry is no longer necessary. This transparency ensures consistently high quality of service when dealing with enquiries, just as discerning customers would expect from a premium brand like Finstral.

 

Procedure

1. If Finstral assigns you an enquiry, you will always see an enquiry (dark blue background) with an ID at the top of the list.
2. Click on “Accept enquiry” to process the enquiry and view its details. You will then be taken either to the screen for checking duplicates (→ Check duplicate) or directly to the detailed view of the accepted enquiry in order to process it.
3. Click on “Reject enquiry” if you do not want to process a new enquiry. The enquiry will be returned to the Finstral employee where it can be discarded or assigned elsewhere.