Creating an Enquiry

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To create an enquiry select the Create Enquiry button on the Sales Toolkit window. Image shown below:




This will prompt you to do a customer search. For more information on customer search please click here.


Select the required customer and it will bring the Sales Enquiry window up on screen. As shown below:


enquire screen


Note: To save an enquiry you need to make sure that you fill in the Enquiry Source and Enquiry Type (Options circled in red on the                   above image) otherwise you will not be able to Close Log/Close the enquiry. If you do not fill in the relevant details the below                   message will appear:



On the Sales Enquiry you have four different sections. These are the following:


General Details


Customer Details


Vehicle Required


Contact & Follow Up History