Enquiry

To send an email to an enquiry follow the steps mentioned below: Click on the name of the enquiry to which mail has to be sent Click the button Mail Case One: Send Mail using Template Select an Email (Mandatory) Select an Account (Mandatory) Enter a Reply to Email (Mandatory) …

To send an SMS to an enquiry follow the steps mentioned below: Click on the name of the enquiry to which SMS has to be sent Click the SMS button Select a phone number (Mandatory) Select Account (Mandatory) Select Sender ID (Mandatory) Enter Message (Mandatory) or Select a template (Mandatory) …

To add lead with the follow up status Converted follow the steps mentioned below: Click the name of the enquiry to which the lead has to be added Click the Add lead button Select the follow up Converted Select user (Mandatory) Select Conversion Date (Mandatory. Only past dates are allowed) …

To add lead with the follow up status Wrong Number follow the steps mentioned below: Click the name of the enquiry to which the lead has to be added Click the add Lead button Select the follow up Wrong Number Enter Remarks (Remarks are mandatory) Select Notify by SMS (Optional. If …

To add lead with the follow up status Dead Lead follow the steps mentioned below: Click the name of the enquiry to which a lead has to be added Click the add Lead button Select the follow up Dead lead Enter Remarks (Remarks are mandatory) Select Notify by SMS (Optional. …

To add a lead with the follow up status Not-Interested follow the steps mentioned below: Click on the name of an enquiry to which the lead has to be added Click the Add Lead button Select the follow up Not Interested Enter Remarks (Remarks are mandatory) Select Notify by SMS …

To add a lead with the follow up status Call Back follow the steps mentioned below: Click on the name of an enquiry to which the lead has to be added Click the Add Lead button Select the follow up Call-Back Select user Select Next follow Up Date (Follow Up …

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: …

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.

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 …