Knowledgebase: Using Storman > Sales Enquiries
Entering a Sales Enquiry
Posted by Cameron Telfer, Last modified by Nick Collins on 04 October 2016 12:39 PM

A Sales Enquiry is created when a person or business registers interest in taking up storage space and is the initial step on the way to a potential Agreement. They are designed to allow you to develop quotes for potential Customers, track various Marketing data and provide an intuitive and functional method of converting them to into paying Customers. Two helpful ways they can do this are with automated followup reminders and the ability to add enquiries to a waiting list for units.

Overview of steps:

  1. Navigate to: Start a new enquiry
  2. Entering contact information [Sales & Contact Details tab]
  3. Creating quote [Quotes & Notices tab]
  4. Adding Notes and Alerts [Notes & Alerts tab]

Step 1. Navigate to: Start a new enquiry

There are two quick ways to start a Sales Enquiry. You can either select the Icon on your dashboard or select Sales Enquiries and Contacts under the Customers Menu.

Step 2. Entering contact information [Sales & Contact Details tab]

  • Enter Name of Person. This is mandatory.
  • Enter Contact Information. Make this as accurate as possible to facilitate a follow-up
  • Enter Follow up date. This is the day you will be following the customer up.
  • Enter Marketing information. This information is used to populate reports and is used for metrics.

Step 3. Creating quote [Quotes & Notices tab]

  • Add Quote Items: Select the green plus to build your quote.

Once the quote window is open, select the unit type you wish to add.  You can also add a note or add the enquiry to the waiting list.

Hint: You will need to add each quoted item separately.

Step 4. Adding Notes and Alerts [Notes & Alerts tab]

  • General Notes: These are historically recorded bits of information about the sales enquiry.
  • Alert Notes: Anything entered here is regarded as pertinent or important as the name suggests.

 Step 5. Save

  • Select OK to save and close the new sales enquiry.
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