How to Close an Enquiry with the New Streamlined Close Enquiry Button

The updated Close Enquiry button makes it quicker and easier to finalise enquiries in the Sales 360 system. With this streamlined process, you can now efficiently log the outcome while immediately entering the next contact date and reason for next contact, ensuring seamless follow-ups.

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

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

• Next Contact Date – Select when you will follow up with the customer. This will automatically generate a task in Sales 360 for the selected date.
• Reason for Next Contact – Specify the reason for the follow-up to keep your records clear.

3. Complete the Closure

• Click Close to finalise the process.