CRM - Customer Relationship Management

Sales Enquiry

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
sales-enquiry-details
Related Link and Suggestion:
Copyright © 2019 Effitrac Solutions India Pvt Ltd. All rights reserved.