How to Close an Enquiry and Schedule a Follow-Up

Closing an enquiry ensures that your Sales 360 system remains organised, with accurate tracking of sales performance and future opportunities. This process allows you to categorise the outcome and set up follow-ups for potential future interactions.

Steps to Close an Enquiry

1. Locate and Close the Enquiry

• Open the Sales 360 system and find the enquiry you want to close.
• Click the Close Log button.

2. Categorise the Outcome

• Select the appropriate outcome for the enquiry:
  • Sale – If the enquiry resulted in a successful purchase.
  • Lost Sale – If the customer did not proceed with the purchase.

3. Set a Follow-Up for Future Contact

• Before finalising the closure, you can enter a Next Contact Date to schedule a future follow-up.
• This is particularly useful for:
  • Potential future interest (e.g., the customer may reconsider later).
  • Check-ins for lost sales (to offer new promotions or product availability).
  • After-sales engagement (to ensure customer satisfaction and potential referrals).
• Note: Follow-ups set via the Next Contact Date are recorded as Marketing Follow-Ups, not as active enquiries.

4. Complete the Closure

• Click Close to finalise the process.

Key Considerations

Enquiry Removal from Sales 360

• Once closed, the enquiry will no longer appear in the active Sales 360 pipeline.
• Any automatically generated follow-ups linked to the original enquiry will also be removed.

Follow-Up Strategy for Future Opportunities

• If a Next Contact Date is set, the system will generate a marketing follow-up for the selected date.
• Sales teams can use this feature to maintain engagement and revisit potential opportunities.

Scenarios Where This Process is Useful

✅ Keeping your sales pipeline clean and up to date.
✅ Tracking lost sales for future re-engagement opportunities.
✅ Ensuring structured follow-ups for potential future sales.
✅ Gathering data for sales performance analysis and process improvements.