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Adding inquiries to leads

In the back-end menu, go to CRM  › Leads


Select the desired customer and go to Inquires. This is the place where you can see all the inquiries that specific customer ever made and the inquiries that you added as well.






To add inquires just click on the Add Inquiry plus button on the top right or if there are no inquiries you can click on the blue add inquiry as well.







When you click on Add Inquiry you’ll be able to choose Lead Type as well as change Additional options.





Under Lead Type, you’ll have multiple options to choose from.




Once you choose one of the options just add the information and click on the blue
Save Lead.

 

If you have a Finance Application under Inquires for that customer and if you click on the Finance Application you’ll be able to print it or download it.

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Contact support(650) 753-2333