Sheets
6
Core areas separated
Free Download
Download the Customer Inquiry Log Template for free. Keep inquiry intake, source channels, owners, response targets, outcomes, and follow-up work in one workbook.
Consultation
Need help choosing a template?
If sharing, reminders, or history review are getting heavy in Excel, the most important queue and status fields can move online first. We can keep the parts that actually match your current workflow.
If you need collaboration, mobile entry, reminders, or dashboards, use the system example to help define the features you need.
A free Excel template for organizing inquiry intake, source channels, owners, response targets, outcomes, and follow-up work. The system example link is available only in supported languages.
Free Download
Intake
Routing
Response
Structure
Traceable
Built for handover
Systemization
Mappable
Fields map to screens
Input example
Inquiry handling operating view
Aligning core fields, owners, status, and history first makes daily checks more stable.
Inquiries
80 items
Waiting for routing
18 items
In progress
12 items
Same-day closure
76%
Free Download
See what is inside the Excel version first
Use the download for inquiry intake, source channels, owners, response targets, outcomes, and follow-up work. The workbook keeps daily records, status checks, and handover fields in one place.
File
Customer Inquiry Log Template.xlsx
File name: customer_support_inquiry_log_template_en.xlsx
Sheets
6 sheets
Purpose
inquiry intake, source channels, owners, response targets, outcomes, and follow-up work
Align intake, category, owner, and status first to reduce duplicate checks and missed work.
Keep target times, outcomes, and next actions in one workbook so handovers stay clear.
When you later systemize the process, the workbook can become the starting point for list fields, filters, and permission boundaries.
Review the sample rows, then replace them with actual inquiry records. Update dashboard figures and SLA compliance results manually using the actual records.
Workflow
How the support flow works in Excel
The template organizes fields in the order work actually happens, making daily entry, checks, handover, and review easier.
Step 1
Intake
Record source, customer, subject, and urgency so routing decisions have context.
Step 2
Route
Assign an owner, supporting team, and target time to reduce unattended gaps.
Step 3
Respond
Capture replies, outcomes, and customer feedback so the process can be reviewed.
Step 4
Close
Confirm whether follow-up, escalation, or knowledge capture is needed to prevent repeat issues.
Screen Mapping
Which Excel fields become which system screens
When Excel fields become system screens, the goal is not to copy the sheet. It is to turn daily decisions into filters, reminders, and traceable actions.
Excel element
System element
Notes
Excel element
Record list
System element
Work queue
Notes
Show work by source, status, and owner.
Excel element
Target time
System element
Reminder rule
Notes
Surface overdue risk early in lists and boards.
Excel element
Handling history
System element
Customer timeline
Notes
Preserve each contact and action for easier handover.
Excel element
Next action
System element
Task reminder
Notes
Turn the next follow-up into a trackable reminder.