Enquiry Terminology
- The name of the company/individual approached for enquiry. This can be an existing customer or a new perspective customer.
- The name of the relevant contact for the enquiry. This is not a compulsory field and can be left empty. If you are a B2C company, you are more likely to not use this field.
- This is free text field to store all the information that was asked/raised in the enquiry.
- This will be the user of Flowlens who will deal with the enquiry. It is automatically assigned to the current user, but can be changed. Please note that when a user creates an enquiry and assign it to another Flowlens user, the assigned to user will get a task created against them to deal with the enquiry. They will also receive an email as soon as the task is created.
- The source by which a user receives the lead. Configurable options can be found within the Settings menu.
- The country most pertinent to the specific enquiry, often the home nation of the company being approached.
! Only certain users will have access to all areas covered in this glossary.