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Sales Enquiries - Tab 1: Sales & Contact Details (#SAENQTAB101)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151009 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a

Sales Enquiry - Tab 1: Sales & Contact Details

  1. Core window elements (around the edge):Tab 1 - Sales & Contact Details
    • The number near the top-left of the window is the unique number assigned to this Sales Enquiry.
    • Active / Inactive near the top-right of the window specifies whether this Sales Enquiry is active or inactive.
    • Customer Name displays the Customer's name.
    • Date & time taken show when the Sales Enquiry was first created.
    • Taken by shows the username logged onto StorMan at the time of creating the Sales Enquiry.
    • Primary Phone shows the Customers primary phone number; Set lets you change which number is to be the primary one shown here (more on this: #CUSSPPN01).
  2. Other window elements: Tab 1 - Sales & Contact Details
    • The Salutation, Customer name, Firstname and Contact Person fields are self explanatory. However, it is worthy of note that if you enter the Customer name in reverse and separate it with a comma and a space, StorMan will automatically recognise that anything after the "comma space separator" is going to be the Customer's firstname. The Firstname field (to the right of the Customer name field) will then automatically populate with the Customer's firstname; this can save time - particularly with longer names.
    • The Address Information fields are self explanatory.
    • The Contact & Other Information fields are self explanatory, however it's worthy of mention that clicking on mobile-phone will allow you to compose and send a TXT (SMS) message to that mobile number (through a supported 3rd-party provider; more on this: #3PTYCOMP). In addition, clicking on envelope next to the email address will automatically launch your external / 3rd-party email client (if not already open; e.g.: Microsoft Office Outlook) and open a new email message with this Customers email address pre-filled. This will allow you to quickly and easily send them an email using your external email application. Note: Using a 3rd-party email software to send emails to Customers is not recommended, as StorMan is unable to keep a record of these type of emails. Where possible, please use StorMan's built-in email tools (i.e.: the Quotes & Notices tab: #SAENQTAB201), as this ensures there is always a log of Customer communications.
    • The radio buttons allows you to select whether this Sales Enquiry is for an Organisation (company / business), or an Individual.
    • The Functions buttons are used to Add to Waiting List (more on the Waiting List: #CUSWLST01), Convert to Reservation (more on this: #SALRES01), Convert to Agreement (more on this: #AGTTAB101), or to Decline & close the Sales Enquiry if the Customer wasn't interested.
    • Outcome is automatically completed by StorMan when the Sales Enquiry is either declined, or successfully converted to a Reservation or an Agreement (via the Functions buttons; explained further down below)
    • Outcome date is the date when an outcome was set.
    • Follow-up date is initially automatically completed by StorMan (by default, it's set to be 1 day after the sales enquiry was originally taken), but you can manually edit this field if you have permission. On the date that is specified here, this Customer will appear on the list of Customers to follow-up for that day as well as on your StorMan dashboard Calendar Notes section (more on this: #DBDCALS01). If you do not want the list of follow-up reminders to popup each day, you can disable it in System Setup (more on this section: #SYSSETTAB1001).
    • The marketing data allows you to track how the Customer found you, what type of Customer they are, the follow-up category and whether or not they've stored with you before. The data within these fields can be customised via the Types & Categories section of StorMan (more on this: #TPCTWITC01). You can report on this data using the Customer Analysis report (more on this report: #RPTCAR01). Additionally, you can change the labels for some of these fields via System Setup (more on this tab: #SYSSETTAB1101).

 

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