Creating a Sales Enquiry in Sales 360

This guide explains how to manually create a sales enquiry in the Navigator Sales 360 module. It includes steps for searching or adding a customer, reviewing contact and marketing preferences, and completing essential enquiry fields.

Creating accurate enquiries ensures your sales pipeline is effectively managed and compliant with GDPR requirements.

Step 1: Start a New Enquiry

1. Open Sales 360 from the Navigator menu.

2. Click the Create Enquiry button in the top-left corner.

Step 2: Search for an Existing Customer

Use any of the following search fields:

• Surname or Company Name

• First Name or Initial

• Postcode or House Name/Number

• Telephone Number

• Vehicle Registration

• Other Field – for mobile numbers, email addresses, etc.

Click Search to find matching records.

If the Customer Is Found

• Double-click the record to open a new enquiry.

• To edit the record before opening an enquiry:

  • Single-click and choose Update Record.

If the Customer Is Not Found

• Click New Customer.

• Any search values you entered previously will auto-fill the new record.

• Use the Postcode Lookup:

  • Enter the postcode.

  • Click into the house name/number field to populate the full address.

Step 3: Review and Complete the Customer Record

Mandatory Areas to Review:

• Address Details

• Marketing Preferences (right-hand side of the screen):

  • Left: Dealership contact preferences.

  • Right: Franchise contact preferences.

  • Bottom: Preferred content (e.g. marketing vs service messages).

⚠ Every customer record contains two sections:

• Personal

• Business

Step 4: Configure a Business Profile (if applicable)

1. Click the Business tab.

2. Use Clear Personal Profile to remove any incorrectly placed personal data.

3. Enter business-specific information.

4. Click Save and Close once finished.

Navigator will now open a new enquiry linked to the selected customer.

Step 5: Complete the Enquiry Details

1. Select Enquiry Type and Source – these are mandatory fields.

   • Navigator will not allow you to save the enquiry without them.

2. Enter a Reason for the enquiry.

3. Review (but note you cannot edit) the customer's details on this screen.

   • If edits are needed, click the Customer button to return to their record.

Summary