Tag Archives: Create Enquiry With mandatory and optional fields

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 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.

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) …