How do you know configurator enquiries are reaching sales?

An enquiry should remain recoverable even if its email notification fails. Ask how the submission is stored, assigned and confirmed, then how unresolved notifications are detected. A customer seeing a success message and a salesperson receiving an email are separate parts of the process.

Identify the durable record

Define where a successfully received enquiry is stored and which reference connects it to the selected product. The record should retain the information sales needs even if a notification must be retried later. Agree how the customer is informed when receiving the submission itself fails.

Do not rely on an employee's inbox as the only way to discover whether an enquiry exists. A team needs a permitted route to review received and unassigned records.

Stage	Evidence to inspect
Customer submits	Clear success or actionable failure
Application receives	Retained enquiry and configuration reference
Sales ownership	Assigned team or visible unassigned state
Notification	Delivery attempt and relevant status
Recovery	Retry or alternative action without duplicate opportunities

Test failure without contacting real customers

In an agreed test environment, create a test enquiry with a deliberately controlled notification failure. Check that the application retains the record and that staff can find the unresolved action. Then retry the notification and inspect how duplicate submissions are handled.

Use designated test details and a defined cleanup process. A useful acceptance test does not need to send unsolicited messages or populate live sales queues with ambiguous records.

Reconcile counts at the right boundaries

Compare successful submission confirmations with received records, assigned enquiries and notification outcomes over the same period. Differences need investigation before marketing concludes that customers have stopped asking for offers.

A report should distinguish a rejected form, a received but unassigned enquiry and a notification problem. Combining them into a single “lead” count makes it difficult to identify the responsible team or corrective action.

Define reliable enquiry handling with Configurix

A Configurix CRM connection can be scoped around your sales process, selected product data and notification requirements. Ask to demonstrate receiving, assignment and recovery separately. Confirm the integration and monitoring work included in the proposal.

Is a queued email proof that sales received the enquiry?

No. Inspect the retained enquiry and the notification outcome separately. Your operating process needs a way to act on a record even when an email is delayed or fails.

Should every retry create a new opportunity?

Not automatically. Define how repeated requests are identified and handled so that recovery does not create multiple competing records for the same submission.