MANAGING ENQUIRIES Enquiries can either be accessed from your client profile or in the Menu listing There are two different views - Pipeline and List THE PIPELINE VIEWThis shows your Enquiries listed in 'Pipelines' so you can easily see Enquiries in different Segments. Click on an enquiry to view or amend or 'drag and drop' the enquiry between pipelines

ADDING A NEW CLIENT WHEN CREATING AN ENQUIRYWhen a new potential client calls you want to be able to record their enquiry quickly and if they are not on your database - to be able to quickly add them. When you start typing in the Contact field, the database will automatically search for an existing contact of the name you are typing and if none exists to allow you to add a new name. Adding a phone number and email will add these fields to the client profile section. Once you have saved the enquiry - navigate to client profile and update other relevant data if needed. You can also then access the quote function to create a quote directly for the client.

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