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Add your customer to TProfile
Click on ‘All Enquiries’ in the top navigation
Use an existing enquiry or create a new one). You can search for an existing client by beginning to type in names.
When creating a new customer, there is a tick box to enable creation of an online account which customers can log into. We are NOT using this at moment so leave unticked.
When you have created a new customer or searched for an existing one, click on ‘NEXT’
Here you have an enquiry form which is used to populate the customer history and provide a summary of the initial enquiry.
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6. When that is completed click on ‘CREATE’. This will create the enquiry and take you to the specific enquiry page for this customer.
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Why not follow each step in our handy video guide, you can access it by Clicking Here
For further information please contact our Training Manager Kerrie O’Sullivan
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