How do I create a new inquiry in the system?
Enquiry
Enquiry is made by the customer and recorded by the service provider to know about the services that are likely to be chosen by the customer.
The Video inserted below explains you the working of " What is Sales Enquiry " to have a better understanding
This is categorized into four groups ,
- Pending
- Quoted
- Confirmed
- Cancelled
Pending Enquiry
Pending is the state of Enquiry when it is initially created. It needs to be Converted to a Quotation on getting a confirmation request from the customer.
Actions such as edit/delete/ view can be done on the pending enquiry by right clicking the column.
How To Convert Pending Enquiry Into Next Level :
- Right click on the enquiry of the customer that needs to be converted and proceed further.
- You will be getting a pop up window wherein you need to enter the required shipment details ,document and save to proceed further.
- Once the enquiry is converted, you will land up on the Pending Quotation Page.
Quoted
Quoted section includes the converted enquiries.
This section displays the list of converted enquiries and no actions can be performed here.
Confirmed
Confirmed section furnishes the completed Quotation .
Cancelled
The Cancelled section delivers the list of enquiries that are cancelled.
Advanced Features
Details can be viewed by double clicking on the row.
The Video inserted below explains you the working of " How group it " to have a better understanding
Updated on: 24/06/2024
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