How to add a new enquiry
How to add a new enquiry
Created On
byTeam Sales2Service
Print Learn how to create a new enquiry or sales lead
Steps Explained
- Menu Link --> Enquiry -> Enquiry Entry
- Search and select exiting customer by clicking “Search” button or add New Customer by clicking “New” button .
- Select Status from drop-down list.
- Select “Enquiry By” from drop-down list.
- Select Category from drop-down list.
- Select “Product Model” from drop-down list.
- Select “Enquiry From” from drop-down list.
- Click here to save Enquiry Details.
- Check “Allot Executive” to schedule executives for this enquiry
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