Closing an Enquiry

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To close a sales enquiry go to the Navigator Main Menu and select Vehicles. In the drop down Menu that appears select Sales Managers Toolkit. A window similar to the below will then display:




Double click the required Enquiry. The window similar to the below will then display:




Select the Close Log button at the top of the window. The following pop up window will appear:




The system will automatically default to lost sale.


Enquiry no - this will automatically populate the enquiry number

Sale/Lost - select whether it was a sale or lost sale from the drop down menu

Reason for Lost Sale - select the reason for lost sale. This option will only display if Lost Sale has been selected

Next Contact - enter a next contact date if required