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How to create enquiry using the mandatory fields and optional fields?

Following fields are optional for creating an enquiry:

  • Basic
    • Mobile 2
    • Mobile 3
    • Email 2
    • Email 3 and Profile Image
  • Enquiry Details
    • Select Medium
    • Select Campaign
    • Initial Remarks
  • Company Details
    • Company name
    • Country
    • State
    • City
    • Pin Code
    • Residential Address
    • Official Address
  • Custom Fields

To create an enquiry using custom fields along with mandatory fields follow the steps mentioned below:

  • Click the add enquiry button

  • Fill out the Name field and select Profile Image
  • Fill out the mobile 1 field or email1 field or fill out both
  • Select a profile image (Note: only .png, .jpg, .bmp and .gif images are allowed and maximum allowed image size is 1MB)
  • Select source

  • Click the + button next to Mobile 1 field
  • And click + button next to Email 1 filed

  • Fill out the Mobile 2 filed
  • Fill out the Email 2 field
  • Click the + button next to Mobile 2 field
  • Click the + button next to Email 2 field

  • Fill out the Mobile 3 field
  • Fill out the Email 3 field
  • Click Advance

  • Select Medium
  • Select Campaign
  • Enter Initial Remarks

  • Fill out the Company Name (Figure 10)
  • Select country
  • Select state
  • Select city
  • Enter the Residential address
  • Enter the official address
  • Fill out the custom fields (If required)
  • Click Save

Note: It is not necessary to fill out all the optional fields.

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