You are here:
  • KB Home
  • Sales
  • How to manage Enquiries for Admins / Managers

Learn how to manage Enquiries for Admins / managers?


Steps Explained

  1. Menu Link:Enquiry -> Enquiry List – Admin
  2. Search for enquires based on Date range, Enquiry Status, Enquiry Type, Enquiry From, Executives and keyword.
    Super Admin can search based on location.
  3. Click on the blue button for options available for that enquiry. Some options may not show depending upon the enquiry status and follow up status.

    The options are

    Edit Enquiry (How to add Enquiry?),
    Set Schedule (How to Set Schedule for an enquiry?),
    Update Follow Up (How to update Follow Up?),
    Go to Quotation (How to create Quotation?),
    Stores Request (How to create Stores Request?),
    View Enquiry.

    In Status of List,
    Won – indicates that enquiry of the product was sold.
    Process – indicates that enquiry of the product was In Process.
    Lost – indicates that enquiry of the product was dropped.

Get It Now

ERP Solutions for startups and small companies