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What is a Sales Enquiry (#SAENQABT01)

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20120223 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   8.X (and higher)   n/a

What is a Sales Enquiry?

An Sales Enquiry is for Customers who don't yet have services with you. They are designed to allow you to develop quotes (more on quoting: #SAENQQT01) for potential Customers, track how they found you and see whether or not your staff were able to convert them into paying Customers, etc.

 

Why would I use a Sales Enquiry?

Sales Enquiries are integrated into StorMan so that you can easily convert a Sales Enquiry to a Reservation (more on converting to a Reservation: #SALRES01) or Agreement (more on converting to an Agreement: #SALAGT01). The Sales Enquiry system in StorMan will also, if enabled, auto-remind you to follow-up potential Customers.

 

How do I add a Sales Enquiry?

Refer to: #SAENQHTA01.

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