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Wisenet

      Sales Enquiry

      A Sales Enquiry is designed to come from online sites (public websites or Wisenet Sales Editions). An Enquiry can collect contact details plus any other required information. The FirstName, LastName and Email fields are required. Any other field is optional.

      Each Enquiry submission goes through the following process:

      1

      Sales Contact
      1. Check if Sales Contact exists by Email
        • If Yes. Updates phone number if provided.
        • If No. Creates new Sales Contact.

      2

      Sends Email Confirmation to the Sales Contact
      1. This uses the Email Template – Enquiry Received
        • The email will only send if this Template is Enabled
      2. This email template needs to be reviewed, edited and enabled in initial set up. Learn how to manage Email Templates
      3. The email will be logged against the Sales Contact’s Logbook

      3

      Create New Enquiry Task
        1. The Task will be created against the Sales Contact and will appear in
          • Sales Contact Logbook
          • Task Board
          • Dashboard Stats (both sales and home)
        2. The Task description will contain the extra fields collected in the Enquiry submission
        3. Task Notifications will be sent to any user that has subscribed to the User Preferences Notification Sales Submission Tasks

      4

      Viewing Sales Enquiry

      Sales Users will then be able to see the Enquiry Task and nurture the Enquiry as required.

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