Enquiries
New Leads and Enquiries are the lifeblood of most companies. So the ability to log and track their progress is vital. The Enquiries application starts this flow of work, allowing the capture of configured, standardised initial information about the opportunities. It then automatically creates a Sales record, a prospect Project and a follow-up diarised Action.
- Consistent information gathering for differing enquiry types
- Automated creation of opportunity, project, pipeline forecast and sequence of tasks
- Appropriate to enquiry type
- Easily manage all live, won and lost enquiries