7 docs tagged with "crm"

An enquiry is a real buying opportunity you plan to quote and win. See how it sits between a lead and a quotation, its stages and the sales pipeline board.

A step-by-step guide to adding a sales lead in Bizconnekt, filling in the right details, logging your first call or meeting, and fixing common issues.

A step-by-step guide to raising a new enquiry in Bizconnekt sales: add the requirement, priority and contact, and let the reference number generate itself.

Learn how Leads in Bizconnekt capture potential customers, move them through clear stages, log every call, and convert them into enquiries and customers.

Track every lead and enquiry on a drag-and-drop pipeline board, switch to grid view, filter with one-tap presets, and review your team's leaderboard, activity and conversion.

Learn how to view and filter your leads, open a lead, move it through the stages, review the activity log, and convert it into an enquiry and a customer.

Open, search and filter your enquiries, move them through stages, log calls and meetings, link a customer, raise a quotation, and mark each deal won or lost.