CRM Phase 2 - Flipbook - Page 88
STEP
PROCESS
STEP 1
Show Enquiries
Clicking the dropdown arrow presents a list of search engines (the same search
engines shown within the Showroom module):
STEP 2
For example, if At status is chosen a second drown down will appear to enter the
specific status to search for:
STEP 3
Once the required enquiry is shown, to load, right click and choose View enquiry or
alternatively, to view the customers record select View customer. If View enquiry is
selected it will present the showroom enquiry within the showroom module allowing
the enquiry to be displayed, amended or processed.
If an enquiry has been completed and a duty of care questionnaire completed through
the showroom module, this can also be retrieve from here. For more information
about showroom quotations, please see the showroom process notes.
My Enquiries
02.013.05.L1 9304E
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