Knowledgebase: Using Storman > Sales Enquiries
How to Convert a Sales Enquiry
Posted by Cameron Telfer, Last modified by Nick Collins on 04 October 2016 12:30 PM

While Storman will let you create a brand new Reservation or Agreement without doing so via a Sales Enquiry first, we recommend using the three-step process built into Storman (Sales Enquiry -> Reservation -> Move In). If you follow this three-step process, you will have better statistics available in your Storman reports to see if your staff are successfully converting Sales Enquiries to Reservations and then eventually a moved in Agreement. Converting a Sales Enquiry ensures the process is followed through all the steps and will save you from having to re-enter all your Customer data at each point, as it's retained within the process of a conversion from Enquiry through to Agreement.

Overview of steps:

  1. Navigate to: Open the Sales Enquiry
  2. Convert Sales enquiry

1. Navigate to: Open the Sales Enquiry

Find and open the sales enquiry you wish to convert. You can find the sales enquiry by selecting Sales Enquiries and Contacts under the Customers menu or by typing Sales into the search field of the customers list.

2.  Sales Enquiry Detail

  • Once open you can select if you wish to convert the sales enquiry into a agreement or reservation.

3. Convert Sales Enquiry

Reservation

  • You will be asked if a deposit should be charged

Agreement

  • You have the ability to assign a different agreement number but it's best to keep it unchanged as Storman tracks the sequence

Once you have completed the conversion, select OK on either the Reservation or Agreement to save your changes. For more on Move ins go here and if you wish to know more about reservations go here.

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