Enquiry
Related Docs
How to use the Add Enquiry form?
Step 1:
On the left navigation menu, goto Enquiry > New Enquiry
Step 2 :
Fill up the required fields in the form such as Name, Phone Number, Gender, Convertibility Factor and Enquiry Source.
Step 3 :
Optionals fields like Address and Occupation can also be filled in. Followup date and time can be set to schedule next followups with the enquiry.
Step 3 :
Click Finish and the enquiry will be saved.
How to use the Enquiry Onboarding Link?
What is Enquiry Onboarding Link?
This is a unique link for your account which can be shared with incoming enquiries where the enquiry can fill in their basic details lik Name and Contact and submit the form.
How to get the Enquiry Onboarding Link?
Step 1 :
On the left Navigation Menu, go to Enquiry > New Enquiry > Enquiry Onboarding Link
Step 2 :
Copy the link and share it to the customer.
Note: A QR code can also be generated for this link and can be put at your reception desk.