Leads In CRM – How To Add An Enquiry

Entering leads in CRM is the cornerstone of SpinLessPlates.

Once your enquiry is added you can simply link your quotes, sales, invoices and purchases to the enquiry to monitor your enquiry conversion and businesses performance.

Just complete these steps (or watch the video below) to add your enquiry.

  • Press the enquiry button on the menu bar at the top of the screen.
  • Enter the enquiry details in the Add section on the left side of the screen.
  • Click the Add Enquiry button.

Your enquiry has been added and you can begin to add quotes, sales, purchases or invoices and then start reporting your businesses performance.

Leads In CRM - How To Add An Enquiry – Video

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