CRM Phase 3 - Flipbook - Page 59
STEP
PROCESS
STEP 1
Within the enquiry click on Check query.
STEP 2
Save Global
Saves against a list of up to 32 slots and allows for the enquiry to be save and is made
available for all users to used/edit.
Click on Save global.
STEP 3
Choose the required slot and key in the description of the enquiry.
STEP 4
Click on OK. Click on Exit to come out of the enquiry if required.
STEP 5
Save
Saves initially to the users login which provides a higher degree of security.
Click on Save.
STEP 6
Key in the name of the enquiry. Note: no spaces are allowed, however enter full stops
In between each word to space the name out. The filename is automatically
completed.
Saving an Ad-hoc Enquiry
02.009.02.L1 9304E
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