Add an Inquiry to an Existing Customer Record
When a repeat customer shows interest in another product, you can enter a new inquiry under the same customer record. This prevents more than one record for the same customer and allows for easy tracking of their interests all in one place.
Add an Inquiry to an Existing Customer Record
1. Select the contacts tab in the top blue banner in Marketsharp.
2. Under the green Customer section, select Customer Record View. Use the quick find area to find the client's record.
3. select the Inquiries and Appointments option in the blue bar.
4. Select Add Lead Inquiry to add the new inquiry information.
Continue to fill out the inquiry information. Click Save or Save & Add Appointment if the customer is ready to schedule an appointment.