How to enter the Sales Enquiry details?
- Go to CRM -> Sales Enquiry ( Sales Enquiry will be available in the left panel)
- To Create Sales Enquiry use F5 or click create
- Enter the Summary and Description of the Sales Enquiry
- Select the WBS by using the drop-down
Important points to note:-
- Select the Lead who has made the Sales Enquiry
- Priority can be Selected using the Drop Down
- Description on the Enquiry can be noted
- Related documents can be attached with the Sales Enquiry
- Date of the Enquiry made can be recorded in Reported Date
- Planned date, Estimated time and the person who have attended recorded using Who & When
Get all user Lead details as a report on Date wise and Week wise; status wise and priority wise with pictorial representation of Leads, Calls , Events and Tasks with date wise reports.