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TimeLine Layout

March, 2020

31 March
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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31 March
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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30 March
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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30 March
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 …
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30 March
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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30 March
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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September, 2018

21 September
Automated SMS/Mail campaigns to engage customers

How cumbersome a task is it to personally maintain records of interactions with all customers and send out SMS and/or mails in response to them? Though these SMS and mails are an important part of marketing campaigns and are also subsequently a tool for keeping the customers engaged, handling them …
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21 September
How to build in online store ! Create your e-shop

With technological advancements and the society continuously moving towards digitization, having an e-store is nowadays more important than having physical stores. And mind you, your e-store is not just limited to the viewership of online customers as the popular belief. In fact, even customers intending to visit your physical store …
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21 September
Faster ticket resolution = Happy customers

What makes your business thrive? Customers, right? They are the reason why your business exists and your main motive is to maximise their satisfaction with your products. It is truly said that the customer is the king. If you please your customers and provide them with a good experience, you …
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21 September
Analytics

It is rightly said that the best competition you have is you. You can measure and analyze your performance and need for improvement better by comparing current performance with your past performances, bringing out the best in you. Same is the case with your business. It may be conducive to …
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