If you are adding or editing an enquiry here’s some guidelines on entering the field details.
|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 an enquiry.|
|Company Name||Enter company name of the person doing an enquiry.|
|Enter the email address of the person doing an enquiry.|
|Phone||Enter the phone number of the person doing an enquiry.|
|Mobile||Enter the mobile number of the person doing an enquiry.|
|Fax||Enter the fax number of the person doing an enquiry.|
|Source||Select the source of an enquiry based on the below values:
You can add new source value by clicking on ‘+’ icon. You can modify (add more or delete/edit the existing ones) the source values by clicking on ‘Menu -> Setting -> Enquiry -> Enquiry Source’.
|Campaign||Select the campaign if an enquiry has come through any campaign.|
|Enquiry for||Select the employee whom you want to assign this enquiry.|
|Status||Enquiries can be managed using its statuses like unacknowledged, acknowledged, converted, lost, cancelled.
Unacknowledged: Any enquiry coming in for your business can be logged as ‘unacknowledged’.
Acknowledged: Once the sales-person or an employee follow-up with the enquired person, he/she can mark the enquiry as acknowledged.
Converted: An enquiry can be successfully converted into a business lead for an existing Quiddity contact or a new contact. You can change the status to converted when your enquiry is successfully converted.
Lost: There are chances that an enquiry is not successfully converted to a business lead. In this case, you can change the enquiry status to lost and mark the enquiry lost reason to analyse your business.
Cancelled: There is a possibility that an enquired person changes its requirement and the enquiry gets cancelled. You can mark the enquiry as cancelled in this case.
|Location / Address Information|
|Location / Address Name||Enter the name of the location of an enquiry.|
|Address Line 1||Enter the address line 1 of an enquiry.|
|Address Line 2||Enter the address line 2 of an enquiry.|
|Country||Select the country of an enquiry.|
|Suburb / Town / City||Enter the suburb name of an enquiry.|
|State / Province||Select the state of an enquiry.|
|Postal / ZIP Code||Enter the postal code of an enquiry.|
|Select (address) from Google||