How can we help you?
Getting StartedPaymentMembershipPackageMarketing & CRM
FacilityServicePurchaseSalesDocuments GalleryAutomationData Analytics & BIIntegrationFinance reportsHow to
Add Enquiry / Lead
User can add enquiry, disposition follow-up and make a successfully lead into member by conversion.
To Add an Enquiry
1. In the Organization Menu select ‘Marketing & CRM’.
2. Navigate to ‘Enquiry’ option.
3. Click on ‘Add Enquiry‘ button.
4. Enter ‘Full Name‘ and ‘Contact #1‘
5. Click on ‘Save‘.
Enquiry gets submitted successfully and will be displayed in the listing.