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Anupreet Singh

How to add lead to an Enquiry?

In order to convert an enquiry to a lead, a lead has to be added to the enquiry. To achieve this objective a follow up has to be added to the enquiry. One of the following follow ups can be added to an enquiry to convert it to a load: …

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How to Delete an Enquiry?

To delete an enquiry follow the steps mentioned below: Click on the name of the enquiry that has to be deleted Click the delete enquiry Icon Click OK on the delete enquiry prompt The enquiry would be deleted.

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How to Edit an Enquiry?

To edit an enquiry follow the steps mentioned below: Click on the name of the enquiry that has to be edited Click on the edit enquiry icon Change the value that has to be edited Click the update button. Note: It is not mandatory to change / edit all the …

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How to create an Enquiry with Only Mandatory fields?

How to create an enquiry using only the mandatory fields: Following fields are mandatory for creating an enquiry: • Person name • Mobile 1 or Email 1 • Source To create an enquiry follow the steps mentioned below:  Click the add enquiry button Fill out the person name (Name field) …

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What is an Enquiry?

An enquiry is an information request that received from a potential customer. The customer can seek information about a service or product that is being offered for a certain amount of charge. The customer can send the request through various sources such as: • Email marketing • SMS marketing • …

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