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Converting a Sales Enquiry to a Reservation (#SALRES01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120223 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   8.X (and higher)   n/a

Why convert a Sales Enquiry to a Reservation?

While StorMan will let you create a brand new Reservation without doing so via a Sales Enquiry first, we recommend using the three-step process built into StorMan (Sales Enquiry -> Reservation -> Move In; more on this process: #INTF3SCP01). If you follow this three-step process, you will have better statistics available in your StorMan reports to see if your staff are successfully converting Sales Enquiries into valid Customers who Reserve with you, and then eventually Move In.

Converting a Sales Enquiry to a Reservation ensures the process is followed, and will save you from having to re-enter all your Customer data again, as it's retained within the process of a conversion from one type of Customer (Sales Enquiry), to another (Reservation).


How do I convert a Sales Enquiry to an Agreement?

  1. Open your Sales Enquiry.
  2. Click Convert to Reservation, as shown below. Convert to Reservation button
  3. After a few dialog boxes for confirmation purposes, your Sales Enquiry will be converted to a Reservation and given a unique Reservation Number.
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