Record basic details of an Enquiry (or sometimes referred to as a Lead) so it can be later qualified and processed. Once qualified, these records can then be converted into an Opportunity/Contact/Company or discarded.
Enquiries have fewer rules about what you can input than an Opportunity. For example, it can contain duplicated or blank information in any field, so is perfect for quickly recording information - without worrying about deduping or other data validation activities.
Step 1: Create
To create a new Enquiry, use the Global Create and select 'Enquiry' from the drop-down.
Step 2: Add Details
Next, add information about the Enquiry where possible. All of these fields are optional to complete, so even if you just know the phone number or just the email address, the Enquiry can still be created.
Note: The Opportunity Source Type can be specified when creating an Enquiry with no associated Campaign Activity, and a default can be specified on the Enquiry Form. Additionally, the “Other source” free text field can be mapped to a field on an Enquiry Form, so this can be recorded based on user input.
Once happy with your changes, click 'Create'.
Step 3: Make Changes
Once the Enquiry is created, you can still make changes to the record. For example, if you discover the person's Last Name once you've phoned them, you could update the record with this information.
Step 4: Convert into Contact/Opportunity/Problem
If an Enquiry progresses and now needs a sales pipeline to manage its progress, a support/problem ticket raising, or simply a new Contact in the system, select 'Convert'.
From here, you can choose to create a new Contact or Company, or assign this to an existing Contact or Company in the CRM. You can also create a new Opportunity/Problem from scratch, or assign it to an existing Opportunity/Problem that's already being worked on. However, you can convert an Enquiry to a Contact or Company without also creating an Opportunity/Problem.
Converting an Enquiry marks it as 'Inactive'. You can still access inactive Enquiries through the Enquiries page. Simply select the Filters and remove the Status Flag filter, or change it to "Active".
For more information on filtering your data, take a look at this guide.
Alternatively, you can choose to delete this Enquiry by clicking 'Discard'.
Want to automatically create CRM Enquiries from form fills on your website? Check out this guide on our Enquiry Form builder to learn how visitors can submit a form and automatically register their Enquiry in the CRM!