How to add a new enquiry Skip to main content How Can We Help? Search Created OnMarch 12, 2018byTeam Sales2Service Print You are here: KB Home Sales How to add a new enquiry < Back to HelpLearn how to create a new enquiry or sales lead Steps Explained Menu Link --> Enquiry -> Enquiry Entry Search and select exiting customer by clicking “Search” button or add New Customer by clicking “New” button . Select Status from drop-down list. Select “Enquiry By” from drop-down list. Select Category from drop-down list. Select “Product Model” from drop-down list. Select “Enquiry From” from drop-down list. Click here to save Enquiry Details. Check “Allot Executive” to schedule executives for this enquiry Get It Now ERP Solutions for startups and small companies Get It Now More resources How to create new Contract
Created OnMarch 12, 2018byTeam Sales2Service Print You are here: KB Home Sales How to add a new enquiry < Back to HelpLearn how to create a new enquiry or sales lead Steps Explained Menu Link --> Enquiry -> Enquiry Entry Search and select exiting customer by clicking “Search” button or add New Customer by clicking “New” button . Select Status from drop-down list. Select “Enquiry By” from drop-down list. Select Category from drop-down list. Select “Product Model” from drop-down list. Select “Enquiry From” from drop-down list. Click here to save Enquiry Details. Check “Allot Executive” to schedule executives for this enquiry Get It Now ERP Solutions for startups and small companies Get It Now More resources How to create new Contract
