How to locate, convert and close an existing Enquiry via Search/Create Enquiry

You can find an enquiry using one, or a combination of the following filters:

• Assigned to - The Operator / Coordinator that this enquiry was previously allocated to
• Contact Method - Preferred Contact Method, for example phone or email
• Enquiry Ref - enter the enquiry number if you know it.
• Status - open – enquiry still logged, closed  - end of enquiry and converted – event now going ahead.
• Created Date  - search by the date the enquiry was created in the system
• Surname – Contact’s surname
• Chase Date  - Search by the date you need to chase
• Email Address - Contact’s email address

Users can also tick to include historical dates if you wish to search for old enquiries and the order of the search results can be changed to the following

• Enquiry Ref
• Created Date
• Converted Date

Once the relevant enquiry has been retrieved, click on to the blue Enquiry Ref hyperlink and this will take you into the enquiry.

To Convert the Enquiry

Click Convert.

This will convert the enquiry into an event, where you can make the required changes and select Save.

To Close the Enquiry

Select Options > Close enquiry in the bottom right hand corner.

Select the Code or Description & Enter a reason if more detail is required.

Choose Yes or No to retain the checklist.

Click Save.