Add an Enquiry Cheat Sheet

How to Add Customer in Sales and Customer Management Application through Create New, Bulk Upload or Android/iOS App and How to Update the Enquiry

Goal 1: Create a New Enquiry through Create New on the Dashboard

Team Leads and Managers can create Enquiries on the Fieldmobi Dashboard💻

Goal 2: Create a New Enquiry using Bulk Upload on the Dashboard

Goal 3: Create a New Enquiry using the Android/iOS App

Field Users, Supervisors, Team Leads or Managers can create a New Enquiry using the Fieldmobi Application on the Android/iOS App📱

Note: Any Enquiry added from the Android/iOS App has to be approved on the Dashboard

Goal 4: Send an Update against a raised Enquiry

The Field User (or whoever is sending the update) shares an Enquiry update through the Android/iOS app against the Enquiry raised📱