How to add a New Enquiry.

Here is how >

Click on ‘All Enquiries’ or ‘Your Enquiries’ in the top navigation option.
Select ADD ENQUIRY
Use an existing enquiry or create a new one. You can search for an existing enquiry by beginning to type in names.
When creating a new customer, there is a tick box to enable the creation of an online account which customers can log into. If you do not have the customer portal leave it unticked. { check with your manager if unsure}
Add customer details.

TITLE > Optional
FIRST NAME > Compulsory
LAST NAME > Recommended

EMAIL > Compulsory
PHONE > Optional

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. No fields are currently mandatory apart from the dates but suggest you always choose an ‘enquiry type’ and fill in the required details for your own records.
You also have a ‘ADD ANY OTHER INFORMATION’ box to free-type additional details
When that is completed click on ‘CREATE’. This will create the enquiry and take you to the specific enquiry page for this customer.
At the top of the page, you will see customer contact details and summary enquiry details

For further information, please contact our training manager, Kerrie O'Sullivan.

For further information, please contact our training manager, Kerrie O'Sullivan.