Enquiry Modules → Add New


    This option enables you to add enquiry and lead details in the database. Plus icon is been given to add data in selective fields if you do not find it in the list.


  • Enter the date of lead generation and select type of the customer who raised query.

  • If the lead was raised by group, add group name from the list.

  • Then select program name about which customer has enquired and fill basic and professional details about the lead – name, gender, company, job title etc.

  • In addition to above you can give mailing address of the lead.

  • Sources are the path through which lead was generated .It can be generated through cold calls, campaigns, emails, conferences or other social networks.

     

  • From lead type you can select how the query was asked or lead was generated.

  • Add sales stage from list. It specifies the stage at which lead is lying currently in its process to get resolved.

  • Whereas lead status shows the status of lead in enquiry database.

  • Assigned relevant staff to resolve lead, thereafter add remark and then click to save lead details.