Record an Enquiry
A new enquiry may be recorded by selecting Create Enquiry from the Shortcuts menu located on the left-hand side of the screen.
Step 1. Log into your CRM database (refer to Logging On for further information).
Step 2. Select Create Enquiry from the Shortcuts menu located on the left-hand side of the screen.
Step 3. Complete the fields as required.
Step 4. Click Save
Tip: If the person making the enquiry is willing to share their contact details, select the Record Contact Details checkbox. The panel will expand the form to show additional fields for completion. Select the Save button once you have finished entering the data.
For further information, refer to the following articles: