Chapter 5: Sales Process - Inquiry Process

Inquiry Process

Once Data Entry Is done, clicking on the Inquiry button from the timeline would open a menu that captures the required data to take the customer to the next stage.

These required data are Purchase timeframe

KYC signed or not 

 

If Lead has an existing account or contact, etc.…

Once data is filled, Lead can go to the next stage by clicking “Qualify” From top menu.