Inquiry Management

Zenys comes with a solution to manage your leads from inquiry to sale. Provides a clear path to identify and gain clients through online visibility.

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Written by Shishira Updated over a week ago

Step 1 - View Inquires

  • In the left navigation bar, select inquires (icon)
  • In the Inquiry list, all available inquires are listed.

Or

  • In the left navigation bar, select home (icon)
  • Scroll down to the Inquires dashboards and select View Inquires
  • In the Inquiry list, all available inquires are listed.

Step 2 - Create Contact for Inquiry

  • In the left navigation bar, select inquires (icon)
  • Click to expand a repective Inquiry from the Inquiry list.
  • Click on create oppurtunity and complete the process(Learn more)
  • You will be taken to the customer profile page.

Or

  • In the left navigation bar, select home (icon)
  • Scroll down to the Inquires dashboards and select View Inquires
  • Click to expand a repective Inquiry from the Inquiry list.
  • Click on create oppurtunity and complete the process(Learn more)
  • You will be taken to the customer profile page.

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