Create a Sales Enquiry

Modified on Wed, 25 Oct 2023 at 02:16 PM

To manually create a sales enquiry, click the create enquiry button on the Sales 360 screen (As shown below).

Navigator will initially seek to search for an existing customer / prospect from the database, a number of search terms can be entered as necessary.

A new customer/prospect record can optionally be created by clicking  the New customer button.

Once the prospect record is created, the sales enquiry is created and displayed (As shown below).

Please populate the enquiry type and source as these are mandatory fields.

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