Tag Archives: What is an 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) …

A lead is a person or business that might eventually become a client of yours. Just like an enquiry a lead can be received through following sources: Inbound call Chat Free Classifieds Paid Classifieds Email Marketing Walk-In Website And many more sources Leads can also be received through the following …

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 …

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 …

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) …