Tag Archives: Edit 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 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: …