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How to create a new Inquiry entry in the CRM

146 views March 18, 2020 0

  1. Navigate to CRM in the main menu on the left.
  2. Select the “New Inquiry” tab.
  3. Fill out the mandatory fields (as indicated by the *) and click “Submit”.
  4. Once you click “Submit” the system will automatically add and direct you to your Inquiry List.
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