Closing an Enquiry

Modified on Wed, 25 Oct 2023 at 01:16 PM

To close the enquiry, press the Close log button, mark it as a sale or lost sale and then select Close.

This will remove the enquiry from the sales 360 system.

Please note: If you have any future dated follow-ups against the enquiry, these will be removed as the enquiry is no longer open.

When you are closing the enquiry you get an option to populate a next contact date, this can be used to follow the sale / lost sale.

Please note: This is a marketing follow-up and will not be actioned the same as an enquiry.




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