Creating a Sales Enquiry

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To manually create a Sales Enquiry, click the Create Enquiry button on the Sales 360 screen.


Navigator will initially seek to search for an existing customer / prospect from the database, a number of search terms can be entered as necessary :




A new customer/prospect record can optionally be created by clicking "New Customer" and this process is covered here


Once the prospect record is created, the sales enquiry is created and displayed :-





The minimum that is required on a Sales Enquiry to be able to save it is to select an Enquiry Type and Source, and Record a Contact.