How to Close an Enquiry

Closing an enquiry ensures that your sales pipeline is accurately maintained in the Sales 360 system. This process allows you to categorise the outcome (e.g., sale or lost sale) and manage follow-ups effectively.

Steps to Close an Enquiry

1. Close the Enquiry:

   • Locate the enquiry in the Sales 360 system.
   • Click the Close Log button.

2. Categorise the Outcome:

   • Select the appropriate outcome:
     • Sale: If the enquiry resulted in a successful sale.
     • Lost Sale: If the enquiry did not lead to a sale.

3. Complete the Closure:

   • Click Close to finalise the process.

Key Considerations

• Removal from Sales 360:

  • Once closed, the enquiry will no longer appear in the Sales 360 system.

• Future Follow-Ups:

  • Any future-dated follow-ups associated with the enquiry will be automatically removed, as the enquiry is now closed.

• Next Contact Date:

  • During the closing process, you can populate a Next Contact Date. This is useful for tracking further actions related to the sale or lost sale.
  • Note: Follow-ups set via the Next Contact Date are categorised as Marketing Follow-Ups and are not treated the same as active enquiries.

Scenarios Where This Process is Useful

• Finalising enquiries to keep your sales system accurate and up-to-date.
• Categorising outcomes to monitor sales performance and lost sale trends.
• Scheduling follow-ups for future opportunities based on the outcome.

Impact on Workflow

By properly closing enquiries, you ensure:

• A cleaner and more organised sales pipeline.
• Accurate data for sales reporting and analysis.
• Effective follow-up management to track future opportunities or improve processes.