Quiddity organisationemployees having a read or write/edit permission to ‘Campaign’ can respectively view or create/edit campaign. To grant this permission to an employee, click on ’Menu -> Setup -> Permission -> Edit Permission -> Modules and Accessibility -> Marketing -> Campaign’. Quiddity organisation employees having ‘marketing manager’ permission can re-open the campaign, change […]
Campaigns in Quiddity
Manage your business campaigns using Quiddity campaigns. To view your campaigns, click on ‘Menu -> Marketing -> Campaigns’ Campaign List Quiddity will display all campaign in reverse chronological order initially, you can change this order ascending or descending on each column. List column ‘Name’ is clickable, clicking on this will […]
Campaign fields
If you are adding or editing a campaign here’s some guidelines on entering the field details. Campaign Details Field Description Name Enter the name of the campaign. Type Select the type of your campaign based on the below values: Newsletter Email Telesales Mail Print Web Radio Television Networking Other Status Campaign can […]
Add a campaign
When you add a campaign, it will appear under the campaign list. 1. To add your campaigns, click on ‘Menu -> Marketing -> Campaigns -> Add Campaign button’. 2. Enter the campaign name. This will let you search for your campaign throughout Quiddity. 3. If the campaign name already exists, […]
Manage a campaign
Based on the campaign’s status and your permission, action column will show ‘Edit’ or ‘View’ action.Please refer to section manage action and statuses for more details on it. On editing a campaign, its information is nicely divided in the form of tabs. Editing campaign details Campaign fields can be edited from the […]
Enquiry overview
Enquiries are sales signals for your business. You can now log all the enquires for your business in Quiddity. You can add custom fields to the enquiry form and capture your business-specific details for an enquiry. These enquires can be converted to a contact or lead.
Access an enquiry
Quiddity organisation employees having a read or write/edit permission to ‘Enquiry’ can view or create/edit enquiry. To grant this permission to an employee, click on ‘Menu -> Setup -> Permission -> Edit Permission -> Modules and Accessibility -> Sales -> Enquiry’.
Enquiries in Quiddity
Manage your business enquiries using Quiddity enquiries. To view your enquires, click on ‘Menu -> Sales -> Enquiry’. Enquiry list Quiddity will display all enquiries in reverse chronological order initially, you can change this order ascending or descending on each column. List column ‘Reference’ is clickable, clicking on this will take […]
Enquiry fields
If you are adding or editing an enquiry here’s some guidelines on entering the field details. General Information Field Description Reference Enter the reference name for an enquiry. First Name Enter the first name of the person doing an enquiry. Last Name Enter the last name of the person doing […]
Add custom fields to an enquiry
Apart from the fields defined in the section ‘Enquiry Fields’ you even have the flexibility of adding more fields to an enquiry form. 1. To add more fields to an enquiry form you can click on ‘Menu -> Setting -> Configuration -> Custom Fields’. 2. Click on ‘Add’ button. 3. […]
